Portal overview optimization

HubSpot Ideas
1

Hey folks,

this idea is mainly for those who are managing and working with several portals - i.e Partners.

The ability to see all available portals is a great feature and a huge time saver.

One thing that could be optimized is how it’s displayed.

Quite often, Partners are faced with a list of 20+(if not even 50+) portals in the overview which is quite hard to handle.

The “pin” function is undoubtedly a very helpful function but I’d love to see a bit more organisation functionality.

Something like grouping several portal by “type”. Something like “Active portals”, “Internal portals”, “All portals”… Could imagine that those groups could be created either in the overview or - might be even better - in the Partner/“Client Access Manager” function inside a Portal.

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Additionally:

  • the ability to minimize/close the group(s) you don’t need to see
  • group and indent API test accounts and the existing test accounts

would be amazing features

best,
Anton

2

I would love all of this plus an internal name -- I have a client who names their portals by function, not by brand or corporate name, and it drives me nuts trying to remember who they are!

3

It’d be great to “tag” a portal and those tags could be used to organize them as shown in the screenshot. ABC order isn’t ideal.

4

It would also be able to add your own nick names for portals, We have a *USE THIS MASTER* Initials of client Would very much like to name that after the client for ease of use.
Also there seems to be no sort of reasoning behind the page that asks you which portal you want to use (like when you go to the acadamy or marketplace) It just picks a random client that I might not have even been in the portal myself for several months.