Portal home
The portal home is the first page customers see at /portal/[org]/[workspace]. That page is public: signed-out visitors can open it (unless you require portal sign-in). It is a board of widgets that you arrange and publish yourself. Until you publish a layout, customers see a sensible default: a welcome announcement, the roadmap, recently shipped work, and a feedback prompt, each shown only if the matching portal surface is switched on.
The team home
Your team sees the same home, in the same layout, from the Home tab in the sidebar (/[org]/[workspace]/home). It is only available to workspace members. Anyone else is sent to sign in or gets a not-found page.
The team home shows every widget that is Everyone, Signed-in customers or Team only, so members see a superset of what customers see. Doc links in a Key links widget appear here too. Widgets set to Specific segments stay hidden. Like the customer page, it shows the published layout. Admins also get the Edit home bar on this page, and the draft is only visible there until published. Editing on either page changes the one shared layout.
The team home shows internal data, not just what is public. Roadmap widgets include private roadmap items (anything not archived), Recent updates lists everything Shipped or Launched, and the Feedback widget shows the top ideas (everything except declined ideas). None of this depends on Public roadmap or Feedback being switched on. Links on the team home go to the in-app Roadmap and Feedback pages, not the customer portal. A widget with nothing to show is left out. Customers never see any of this: the customer home keeps the public rules described under "What customers can never see".
In the editor, each widget shows the team's data and a separate Not shown to customers: reason badge whenever customers will not get it (the portal surface is off, nothing public to show, or the widget is Team only). That verdict comes from the real customer rules. You can pin private items in a Roadmap spotlight; they are labeled Private in the picker, and customers will not see them.
Editing the home
Workspace admins (and admins of the owning organization) see an admin bar above the home. Select Edit home to:
- Add a widget with Add widget, then pick a type.
- Reorder by dragging the handle on a widget. The handle also works from the keyboard.
- Resize with S, M or L. On a desktop-width screen the board has six columns: S takes two, M three, L all six. On a phone every widget is full width.
- Configure by selecting a widget; its settings open in the right-hand panel. Remove widget is at the bottom of the panel.
- Preview as customer shows exactly what a signed-out customer would be sent, using the same server code as the live page.
Changes save to a draft automatically. Customers keep seeing the published version until you select Publish, which copies the draft to the live home.
Widget types
| Widget | What it shows |
|---|---|
| Announcement | A hero message with up to two buttons. Links may be https:// URLs or paths such as /portal/.... |
| Key links | A titled list of links: external URLs, or Compass Docs. |
| Roadmap spotlight | Pinned public roadmap items with their status and planned dates. With nothing pinned it shows the latest public items that are Now. |
| Feedback | A submit button plus the top-voted ideas. |
| Recent updates | The latest public roadmap items that are Shipped or Launched. |
| Text block | Plain text, with a blank line between paragraphs. |
What customers can never see
Visibility is enforced on the server, never by hiding things in the page.
- Roadmap widgets only ever return items that are on the public roadmap: not private, not archived, and only when Public roadmap is on. Pinning a private item does nothing for customers.
- The feedback widget follows the same rules as the public feedback page and is hidden when feedback is off.
- Compass Docs are not public. A Doc link is shown only to workspace members; customers do not receive it, even if you added it.
- Each widget has a Visible to setting: Everyone, Signed-in customers or Team only. A widget limited to signed-in customers is not sent to a signed-out visitor at all. A Team only widget is shown on the team home and is never sent to any customer, signed in or not: it is removed on the server before anything is looked up for it. Specific segments is stored but not available yet, so a widget set to it is shown to nobody.
- A widget whose surface is switched off or has nothing to show is left out for customers. In the editor it carries the Not shown to customers badge, with the reason.
Known limits
- OKR and metric tiles are not available yet: key results are not public.
- The text block does not support formatting or embeds.