Getting started with the Client Portal Builder for monday.com
Want to build a Client Portal on top of your monday.com boards? This guide covers everything you need to know about how getting started building your Client Portal directly on monday.com
Table of contents
Use the navigation below to quickly jump to your desired section and learn more about each topic.
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.
This guide is part of a series. You just reached the end part 1, navigate to the next part below.
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Want to connect your company domain to your client portal built on monday.com? This guide covers everything you need to know about how to configure and connect a domain to your portal.
Display monday.com board items in your Client Portal to your clients
Want to give access and display select monday.com board items to your clients in your client portal? This guide covers everything you need to know about how to create and manage board sources.
Getting started with the Client Portal Builder for monday.com
Want to build a Client Portal on top of your monday.com boards? This guide covers everything you need to know about how getting started building your Client Portal directly on monday.com
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