Does monday.com have a Client Portal for external users?
Yes, monday.com has a Customer Portal for monday service. For broader external client access to projects, files, and board data, Client Portal Builder may be the better fit. Learn more about the options.
Table of contents
Use the navigation below to quickly jump to your desired section and learn more about each topic.
Yes, monday.com does have a native Customer Portal in monday service. It is designed for service workflows such as request intake, help center content, ticket tracking, portal search, and customer support. For teams using monday.com to manage projects, clients, deliverables, files, onboarding, approvals, CRM data, or client specific work, a dedicated app like Client Portal Builder for monday.com is usually a better fit.
Use monday service Customer Portal when your workflow is mainly about service requests and tickets. Use Client Portal Builder for monday.com when you want to create a branded monday.com client portal from your existing boards, where each client sees only the information intended for them. In this guide, we will compare these two main options.
If your main goal is to share a board with external users, read our guide on how to share monday.com boards with external users and guests. If you are ready to plan your first portal, read our guide on getting started with the Client Portal Builder for monday.com.
Quick comparision
monday service Customer Portal vs Client Portal Builder
The monday service Customer Portal and Client Portal Builder both create a portal experience, but they are built for different jobs:
monday service Customer Portal is best suited for service teams. It helps customers submit requests, access helpful resources, search portal content, and track tickets. Use monday service Customer Portal when your main workflow is support, service intake, and ticket tracking.
Client Portal Builder is designed for teams that want to create a branded client portal from monday.com board data. It gives clients a separate external space where they can see selected projects, items, files, comments, reports, deliverables, or updates without entering your internal monday.com workspace. Use Client Portal Builder when your main workflow is project delivery, account management, onboarding, client reporting, approvals, files, or client specific access to monday.com board data.
| Feature | Customer Portal | Client Portal Builder |
| Service requests | ||
| Ticket tracking | ||
| Help content | ||
| Connect any board | ||
| Different client views | ||
| Files and deliverables | ||
| Comments | ||
| Column editing | ||
| Custom pages | ||
| Custom branding | ||
| Custom domain | ||
| Works across all products | ||
| Best use case | Help Center + Ticket Tracking | Flexible client facing portals |
This table is simplified on purpose. monday service Customer Portal is the better fit when your portal is mainly for support requests, ticket tracking, and help center style content. Client Portal Builder is the better fit when you want to share selected monday.com board data with clients in a branded portal, without giving them access to your internal workspace.
monday service Customer Portal
What the monday service Customer Portal is best for
The monday service Customer Portal is built for service teams. It gives customers or requesters a central place to submit requests, access helpful resources, use portal search, and track tickets. It is a good fit when your workflow looks like a help desk, service desk, support center, internal IT portal, HR request portal, or customer support portal. Use monday service Customer Portal when you need:
- Service request intake
- Customer support tickets
- Ticket tracking
- Internal help desk workflows
- Help center articles
- Useful links and resources
- A portal for monday service workflows
For example, monday service Customer Portal makes sense if customers need to submit a request, search help content, and follow the status of their ticket. It is less suited when the main goal is to give clients a custom project, delivery, account, or workspace experience based on selected monday.com board items.
Where monday service Customer Portal may not be enough
The native monday service Customer Portal solves an important problem, but it is not the right portal for every monday.com workflow. It may not be the best fit when:
- You are not using monday service
- Your workflow is not mainly ticket or request based
- You want to share selected project board items with each client
- You want each client to see their own projects, files, tasks, requests, or deliverables
- You want to build a client portal from boards you already use in monday work management, monday CRM, or monday dev
- You need client specific pages and sections
- You want clients to comment on project items
- You want clients to edit selected fields or submit approvals
- You want the portal to feel like part of your own branded client experience
This does not mean the native Customer Portal is a bad option. It means it is built for a different use case. If your use case is service request intake, monday service Customer Portal may be the right answer.
Client Portal Builder for monday.com
When to use Client Portal Builder for monday.com
Client Portal Builder is designed for teams that want to create a branded client portal from monday.com board data. Your team continues working inside monday.com. Clients access a separate portal where they only see the information selected for them. This makes it useful for agencies, consultants, accountants, architects, service providers, project teams, account managers, and other teams that manage client work in monday.com. Use Client Portal Builder when:
- You want to share selected monday.com board data with clients
- Each client should only see their own items
- You want your own branded client experience
- You need custom portal pages and navigation
- Clients need to access files, documents, reports, or deliverables
- Clients should be able to comment on relevant items
- Clients should be able to edit selected columns when enabled
- You want to use any of your existing monday.com boards
- Your workflow is project based, client based, CRM based, service based, or delivery based
Client Portal Builder is not just a way to expose a board. It lets you build a client facing experience around your monday.com data and workspace. Feel free to explore the public demo portal from a client's perspective.
Common monday.com client portal use cases
Client Portal Builder is useful when monday.com is already the place where your team manages client work. In each case, the important part is client specific visibility. Each client should only see the data intended for them.
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Agencies can share campaign tasks, deliverables, approvals, files, and project status with each client.
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Consulting client portals
Consultants can share project milestones, documents, reports, next steps, and client specific updates.
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Accounting and finance portals
Teams can share requests, documents, reports, deadlines, and selected client information.
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Architecture and construction portals
Project teams can share progress, files, timelines, decisions, and deliverables with clients.
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Service provider portals
Service teams can show active work, completed tasks, requests, files, and client communication.
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CRM and account portals
Sales and account teams can share onboarding steps, open requests, customer information, documents, and account updates.
Guest access and public shared views
What about guests and public shared views?
Guest access and public shared views can still be useful, but they solve a different problem. Guest access is best when an external user should collaborate directly inside monday.com on a Shareable Board. Public shared views are best when someone only needs to view simple, non confidential information without signing in. Neither option is the same as a branded client portal. If your main goal is simply to invite guests to boards or publish a read only view, read our guide on how to share monday.com boards with external users and guests.
Questions & Answers
Frequently asked questions about monday.com client portals
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Does monday.com have a client portal?
Yes. monday.com has a native Customer Portal in monday service. It is designed for service workflows such as request forms, helpful resources, portal search, and ticket tracking. For client specific access to monday.com board data, projects, files, comments, and deliverables, many teams use Client Portal Builder.
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Is monday service Customer Portal available in all monday.com products?
monday service Customer Portal is part of monday service. If you are using monday work management, monday CRM, monday dev, or a custom monday.com workflow, it may not be the right portal model for your use case.
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What is the difference between monday service and Client Portal Builder?
monday service Customer Portal is designed for service workflows, request intake, help center content, and ticket tracking. Client Portal Builder is designed to create branded client portals from monday.com board data, so clients can see selected projects, items, files, comments, and updates without entering your workspace.
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Can clients access a monday.com portal without a monday.com account?
Yes, depending on the portal option. monday service Customer Portal is external to monday.com, and Client Portal Builder also lets clients access a separate portal without being added as monday.com users.
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Can I use monday.com guest access as a client portal?
You can invite clients as guests to Shareable Boards, but that is not the same as a dedicated client portal. Guest access lets clients work inside monday.com. A client portal gives them a separate branded experience with controlled visibility.
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Can each client see different monday.com board items?
Yes, with the right portal setup. Client Portal Builder is designed to show client specific information from monday.com boards, so each client can see the items intended for them.
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Can I create a branded client portal from monday.com boards?
Yes. Client Portal Builder lets you create a branded portal experience connected to your monday.com boards. This can include custom pages, selected board data, files, comments, theme settings, and controlled client access.
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What is the best monday.com client portal option for agencies or consultants?
For agencies, consultants, and client service teams, Client Portal Builder is usually the better fit. It is designed for sharing project information, deliverables, files, requests, comments, and client specific board items without giving clients access to your internal monday.com workspace.
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Should I use monday service Customer Portal for project clients?
Use monday service Customer Portal when the client experience is mainly about service requests and ticket tracking. Use Client Portal Builder when the client experience is mainly about projects, deliverables, files, account updates, approvals, or selected monday.com board data.
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Where should I start if I want to build a portal?
Start by deciding what clients should see, which monday.com boards contain that information, and whether each client needs a different view. Then read the setup planning guide: Getting started with the Client Portal Builder for monday.com
Conclusion
Build a secure client portal from your monday.com boards
monday.com’s native Customer Portal is useful for monday service workflows such as request intake, help content, portal search, and ticket tracking. But if you want to turn your existing monday.com boards into a branded client portal where each client sees only the information intended for them, Client Portal Builder gives you a more flexible path. Your team can keep managing work in monday.com. Clients get a cleaner external space for projects, files, updates, comments, deliverables, and selected information.
Discover our tutorials, guides and
new updates for monday.com
- All
- Client Portal Builder
- Board to Website Widget
- Spreadsheet Gorilla
- Exported Excel Cleaner
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File preview directly inside your monday.com Client Portal
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Client Inbox for global messaging in monday.com Client Portals
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Introducing our new documentation hub across all apps
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Semiannual feature recap from Gorilla Apps in December 2025
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Does monday.com have a Client Portal for external users?
Yes, monday.com has a Customer Portal for monday service. For broader external client access to projects, files, and board data, Client Portal Builder may be the better fit. Learn more about the options.
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Chat and share files with clients on board items in your Client Portal
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Show content sections and pages conditionally in your client portal
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