Use case: You want clients to book calls, see their reporting dashboard or fill in a form without leaving your portal. Extensions embed the other tools you use, such as Calendly, Looker Studio or Airtable, as pages in your portal's sidebar.
How extensions work
Each extension you add becomes a link under Extensions in the sidebar. The link opens a page inside your portal with the embedded tool. You only need the URL or the embed code of the page you want to show.
Choose an extension type
When you add an extension, you choose who sees it and whether everyone gets the same page.
Type | Option | Who sees it | Example |
Global extensions | For organizations | All clients, same page for everyone | A Calendly page to book a call |
Global extensions | For your team | All team members and admins, same page | Your team wiki |
Local extensions | For each organization | Each client organization gets its own page | A Looker Studio report per client |
Local extensions | For your team | Each team member and admin gets their own page | A personal project board |
How to add an extension
Go to Settings > Modules and extensions and open the Extensions tab.
Click Add extensions.
Pick the tool you want to embed. You can search or filter by category. Click Next.
Under Extension type, pick one of the four options described above. Click Next.
Optionally upload an Icon, then enter a Label. The label is the name of the link in the sidebar.
For a global extension, paste the URL or embed code in Code snippet. For a local extension you connect each organization or team member after this step.
Click Create extension.
Connect each organization to a local extension
On the Extensions tab, click the gear icon next to the local extension.
In the Organizations list, click Connect next to an organization.
Paste that organization's URL or embed code in Code snippet and click Save changes.
Only connected organizations see the extension. A team version works the same way, with your team members listed instead.
Personalize the page with variables
You can add variables to the URL or code snippet. ManyRequests replaces them for the person viewing the page:
{{email}}: the viewer's email address.{{name}}: the viewer's name.{{ref}}: the organization's reference. It is filled in when a client signs up through a link that ends in?ref=…, or you can add a property namedrefto the organization.
Example: to prefill a Calendly booking form, use https://calendly.com/your-agency/30min?email={{email}}&name={{name}}. One global extension then works for every client, without asking them to type their details.
Other organization properties work too. Use the property label in lowercase, with underscores instead of spaces: a property called "Shared drive" becomes {{shared_drive}}. You manage properties under Properties on the organization's page. If a variable has no value, it is left empty.
What each extension needs
Extension | What to paste |
AgencyAnalytics | The shareable link of a dashboard |
Airtable | The embed code of a view, base or form |
Calendly | The URL of your booking page |
Canvas by Monday.com | The URL of the canvas |
ClickUp | The embed code of a view |
Custom Iframe | Your own iframe embed code |
External link | Any URL. The sidebar link opens it in a new tab instead of embedding it |
Google Data Studio | Looker Studio | The embed URL of the report (turn on embedding in the report first) |
Google Sheets | The URL of the sheet, published to the web |
Hubspot Meetings | The URL of your booking page |
Jotform | The public link of a published form |
Monday.com | The embed code of a view |
SERanking | The guest link of a project (in SERanking, open the project, go to Rankings, Analytics & Traffic or My Competitors, then Guest link) |
Typeform | The standard inline embed code |
YouTube | The embed code of a video or playlist |
Edit, disable or remove an extension
Click the gear icon next to an extension on the Extensions tab. From there you can change its label, icon and code, and use the three dots menu to Disable extension, Enable extension or Remove extension. The eye icon (See extension) opens the page as your users see it.
Related articles
Have an idea for a new extension? Let us know in the live chat.