Introduction

What is Client Portal Builder for monday.com?

Client Portal Builder is an app in the monday.com marketplace that lets you easily create and publish client portals directly on your monday.com account. Manage your clients and corresponding user accounts that should have access to your portal. Structure your client portal in multiple pages and add content sections to your needs. Thanks to the seamless integration with monday.com, you are able to let your clients face your board data the way that fits your requirements best. Let your clients peak on the progress of running projects or share documents like reports and invoices. Watch the video below to get a quick overview.

Get started

Create a monday.com board to get started

To get started with Client Portal Builder for monday.com, you first need to create a board. Each item represents one of your clients. Add the board view of the app to your clients board, and add the item view of the app to your first item. That's all you need to proceed further.

Accounts

Manage accounts for each of your clients

As mentioned before, each item of your clients board represents one client. All clients can have one or more accounts attached to them. These accounts are used to sign in and access your client portal. Clients and accounts can be enabled or disabled individually.

Builder

Configure and manage your Client Portal

By opening the board view of the app, you are getting faced with your dashboard containing general status information. The Builder tab lets you manage the content of your portal. The Settings tab lets you change the client portal design and connect a custom domain.

Pages

Structure your portal into multiple pages

Add pages to your client portal to display content for different topics and actions. Reorder pages in the left sidebar by clicking the arrow icons. Pages can be renamed in the page settings. Each page content is made up by adding one or more content sections to it.

Sections

Add content to your pages with sections

Sections are basically content blocks that are displayed to accounts that are signed in to your client portal. Each section type has different settings. Based on those options, sections can display variable content based on the signed in client and account.

Placeholders

Personalize section content with placeholders

Placeholders are basically variables that are replaced in your published client portal with its actual values. They can be used in different section types. Depending on the type the values are displayed differently. Placeholders relate e.g. to the column values of your clients board.

Board sources

Use board sources to manage board data

Board sources are an abstraction layer to manage monday.com boards in the app. They can have different types and therefore different settings, based on the monday.com board you want to display in your client portal. Board sources can be attached to specific sections.

Settings

Update and manage client portal settings

In the Settings tab, general and theme specific settings can be updated. Change the portal name and the integration user. Connect a custom subdomain to your client portal. Change the look and feel of your client portal by adjusting colors to your branding and add a logo.

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