Introduction

What is a Client Portal?

A client portal is a secure space where you share project updates, tasks, files, and communicate with clients. All without exposing your entire internal workflow. It improves transparency, reduces endless email chains, and helps clients not to only feel but actually being in the loop.

Does monday.com have a Client Portal?

Yes and no. You can allow guest access to monday.com boards, meaning you can invite clients and control what they see. Further you can specifically share monday.com boards and dashboards for project overviews. However:

• Clients still see a monday.com interface (not branded for your business).
• It lacks the polished, dedicated portal experience that clients expect.
• Guests can be overwhelmed by the monday.com user interface.
• Permissions can be tricky to manage at scale.

Option A: Native solution

How to create a Client Portal on monday.com

If you want to set up a simple monday client portal natively:

1. Create a board for each client – Store tasks, files, and updates in one place.
2. Invite clients as guests – Adjust permissions so they only see what’s relevant.
3. Build a dashboard – Use widgets to summarize project progress.
4. Share updates and files – Keep communication centralized.

This works for small teams, but it quickly gets complicated, especially if you handle many clients.

Option B: App solution

A better and easier way: Client Portal Builder for monday.com

That’s exactly why we built Client Portal Builder for monday.com, which is a dedicated solution to turn your monday.com data into a branded, secure, easy-to-use client portal.

With Client Portal Builder you can:

• Securely share data from monday.com boards
• White-label the experience with your branding.
• Give clients one login to access all their projects.
• Automate updates so your team spends less time managing permissions.

Instead of patching together dashboards and guest access, you get a true client portal experience directly powered by monday.com. Learn more about all Client Portal Builder features.

Why businesses use monday.com Client Portal

• Saves time managing client communication.
• Makes projects and tracking more transparent.
• Provides a professional, branded experience.
• Scales better as you add more clients.

Demo portal

Live demo of a monday Client Portal

Curious how a client portal created with Client Portal Builder for monday.com looks like? Experience our demo portal from a client’s perspective. Just sign in with the given credentials down below and expand the view to full screen.

Email: [email protected]
Password: #demoportal25

Conclusion

While monday.com doesn’t have a native client portal, you can workaround and set one up manually with guest access and dashboards. But if you want something that feels professional, branded, and effortless, the best option is Client Portal Builder for monday.com. Ready to give your clients a better experience?