The portal Overview is made of cards: stats, active projects, recent activity, and short "needs your attention" lists for contracts, invoices, files and conversations. They can be arranged.

Set the default for your clients (owners and admins)

1. 1

   Open Client Portal in the sidebar

   Scroll to Default dashboard layout. It shows the portal's cards filled with sample content.

2. 2

   Arrange it

   Drag cards to move them, use S / M / L or the bottom-right corner to resize them, and press ✕ to remove ones you don't want clients to start with. Cards snap to a tidy grid and adapt their content to their size.

3. 3

   Press Save as default

   Everyone who hasn't arranged their own sees your layout, including clients you add later. Reset to built-in default goes back to the standard arrangement.

What clients can do

• Every client contact has a Customize button on their Overview. They can move cards, resize them, remove and re-add them, then save.
• Their layout is personal: it never changes anyone else's, and your later changes to the default don't overwrite it.
• Reset to my agency's layout brings back whatever you've set.
• On a phone, cards stack in a single column and are reordered with arrows.