Client Portal Builder: Dashboards and Portal Pages
Updated October 2026
SuiteDash Dashboards and Portal Pages is a no-code client portal builder. Compose a Dashboard or private Portal Page from Content Blocks, choose who can see it, and make it the first screen a Client sees. Show live Tasks, Invoices, Files, Forms and Checklists, personalized with Dynamic Data Placeholders.
Give each Client and Staff member a useful place to start, with the information and next steps you choose for them.
What you can build
Create multiple Dashboards for different Client or Staff needs. Use Content Blocks to place Tasks, Invoices, Files, Forms, Checklists and other resources beside the instructions your audience needs. Dynamic Data Placeholders can show information for the person who is signed in. Start with a template or assemble your own layout.
- Personalized Dashboards: assign a Dashboard to Clients or Staff, so each person returns to a relevant home screen.
- Private Portal Pages: make guides, updates and resources available only to the Circles, Teams, Roles or individuals you select. Show or hide individual blocks for different Circles.
- A chosen Start Page: send a user or Circle to a particular Portal Page after login instead of the default Dashboard.
- Menus and embedded content: link Pages through Dynamic Custom Menus, and embed third-party content where it belongs in the portal.
- Paid Portal Access: require a one-time or recurring payment before entry. Recurring portal payments are not available through PayPal.
See the Dashboards and Portal Pages feature tour and the guide to page types and access.
How the portal connects your work
Content Blocks bring work from SuiteDash into the page: a Client can see their Tasks and Invoices, open Files, complete Forms, and follow Checklists in the same branded space. The content shown can depend on the Client’s Circle membership. An Automation can add someone to a Circle as their journey changes.
A Portal Page can also host a Form, Secure Messaging or Support Ticket block, giving a Client a way to take the next step without leaving the portal. Learn how the wider SuiteDash Client Portal brings these tools together.
Pricing
SuiteDash is flat rate with unlimited users on every plan: Start $19/month, Thrive $49/month and Pinnacle $99/month (yearly $180, $480 and $960). Every plan starts with a 30-day free trial of Pinnacle, no credit card required.
Client Portal Builder FAQ
Do I need code to build a client portal?
No. Build Dashboards and Portal Pages from drag-and-drop Content Blocks.
Can different Clients see different Pages?
Yes. Limit each Portal Page by Circle, Team, Role or individual, and show or hide blocks for different Circles.
Can I charge for portal access?
Yes. Require a one-time or recurring payment before a user can enter. Recurring portal payments are not available through PayPal.
Is the portal white-labeled?
Yes. Extreme White Labeling is included on every SuiteDash plan.
Explore the connected Client experience
See the wider Client Portal, explore the Dashboards and Portal Pages toolkit, or learn how a white-label platform carries your brand across the experience.
