S
Sydnee Client Portals
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Private Folders with Client Visibility Toggle
Shipped
A
Aquamarine Puma
Apr 2, 2026

Summary

Add the ability to create folders in the Files section that can be toggled as hidden from client view. Any file placed inside a hidden folder would automatically inherit that privacy setting — keeping internal documents, works in progress, and agency notes out of the client portal without requiring per-file permission management.


The Problem

Currently there is no way to separate internal files from client-facing files within the same portal. Agencies need a place to store internal SOPs, notes about the client, and files that are still in progress — without the client seeing them or receiving notifications about them.


Requested Features

  • Ability to create folders with a client visibility toggle (e.g. "Client-Facing" / "Internal Only")
  • All files inside a hidden folder automatically inherit the hidden permission
  • Clients cannot see hidden folders or their contents in the portal
  • Clients receive no notifications for files uploaded to hidden folders
  • Toggle should be simple — a switch or label on the folder level (not per file)
  • Team members retain full access regardless of toggle setting

Use Cases

  • Internal SOPs and process documents
  • Agency notes about the client account
  • Files in progress not yet ready for delivery
  • Draft versions of deliverables before client review

What This Solves

Agencies need to use the same portal for both internal operations and client communication. Without a privacy layer at the folder level, anything uploaded is immediately visible to the client. A simple client-facing toggle on folders would allow clean separation of internal and external files without extra steps or workarounds.


Suggested Implementation

A toggle or switch on each folder labeled "Client-Facing" (on by default) that can be switched to "Internal Only" — hiding the folder and all its contents from the client view automatically.

Comments
C
Connor Bearse
Apr 2, 2026
Set the status to
Shipped
0
C
Connor Bearse
Apr 2, 2026

Aquamarine Puma This is currently in the product! Right click on the folder or find the privacy settings in the folder row. We are planning on expanding this soon to have a fourth option where you can specify only certain people to view the folder. Thanks!

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