Does monday.com have a Client Portal for external users?

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 and project updates intended for them. In this guide, we will compare these two main options.

Quick comparison

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, reporting, client approvals, files, or client specific access to monday.com board data.

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 in a personalized view
• 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. For an example of bringing these interactions together, see how to create a self-service client portal with monday.com. Or feel free to explore the public demo portals 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. For a practical example, see how to create a client onboarding portal with monday.com.

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

Conclusion

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.