Leverage templates to manage, merge, calculate and export board items to Excel spreadsheets and email them periodically with automations.
Client Portal Builder
Build a Client Portal
on monday.com
Create secure client portals for monday.com and share
selected boards and items with external users but
without giving them access to your workspace.
Our Client Portal Builder is the only app of its kind that is perfectly
integrated into the monday.com workspace. We designed
the app to feel like a natural and seamless extension.
Markus Müller
Gorilla Apps
What is a monday.com client portal?
A monday.com client portal allows external users such as clients, customers or partners to access selected project information without entering your internal workspace.
Instead of sharing boards directly with clients or creating guest accounts, a client portal presents relevant data in a controlled and branded interface. Client Portal Builder is fully integrated into your monday.com workspace and turns your boards into secure portals that external users can access.
You can sign in to our demo portal to experience how a monday.com client portal looks from a client’s perspective and explore the client-facing features you can adapt for your own portal.
Why teams build monday.com client portals?
Many teams, such as agencies or consultants manage projects, tasks and client communication inside monday.com. But sharing boards directly with external users can create challenges:
- Clients may see internal information or discussions
- Permissions and filtering can become complex
- The interface is not optimized for external users
- Branding and presentation options are limited
A client portal solves these problems with dedidcated solutions by providing a controlled environment where clients can access only the information they need to see and take action on.
How it works
How Client Portal Builder
for monday.com works
Turn your monday.com boards into secure client portals in just a few steps. Manage
everything from one setup, the app ensures each client only sees their information.
Connect your monday.com boards
Select the boards you want to expose to external users. Client Portal Builder integrates directly with your monday.com workspace and uses your existing structure.
Control what your clients can see
Choose which items, columns and projects updates appear in real-time inside the portal so external users only see the information that is relevant to them.
Share a branded client portal experience
Invite external users to your portal and provide a clean, branded interface where clients can access updates, files and project progress from monday.com.
See it in action
Explore the monday.com
Client Portal live demo
Login to our demo portal and experience how a monday.com client portal looks from a client’s perspective. Browse pages, view project updates and explore how portal content is structured.
Testimonials
Trusted by teams building portals with monday.com
Teams use Client Portal Builder to securely share monday.com board data with clients, partners, and external stakeholders. Here is what users say about their experience using the portal in real client-facing workflows.
We tried several different portal solutions, and this was the only one that had the one-to-one client option. Great!
We love the Client Portal.
Simon and the team have been amazing. The app integrates perfectly with how we work with our customers.
Building in Client Portal Builder has been genuinely straightforward. The setup and workflow are intuitive and smooth.
The Client Portal gives our clients a much cleaner and easier way to view our data without navigating the full monday.com workspace.
The team is outstanding when it comes to support and solving problems. Highly recommended.
Our rollout to clients is going well. We already have several clients set up on the portal and they are finding it very helpful.
The portal has been very well received by our clients!
Features
Client Portal features
built for monday.com
Client Portal Builder runs directly inside your monday.com workspace and integrates
seamlessly with boards, automations and updates to keep client portals synchronized.
Client-specific items
Clients only see items assigned to them so each portal view displays only the project information relevant to that client.
Client communication
Clients and teams can comment on items. Messages automatically sync in between the portal and monday.com workspace.
Content always in sync
Portal content stays synchronized with your monday.com boards so clients always see the latest project information.
Branded client portals
Connect your domain, customize colors and logo so your portal presents data in a clear and professional interface.
Client input and editing
Allow clients to update selected item columns in the portal to submit information or approvals.
Share files and assets
Give clients access to files and share documents directly in the portal so everything stays in one place.
Secure external access
Allow clients to access the portal without entering your monday.com workspace, keeping internal data protected.
Workflow automations
Trigger monday.com automations when clients interact with the portal, such as updating statuses or notifying your team.
Built for monday.com
Client Portal Builder runs directly in your workspace and works with your existing boards, automations and workflows.
Works with your monday.com products
Client Portal Builder works with any monday.com product, allowing teams to share CRM pipelines,
project updates, support tickets or development workflows with external users and clients.
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monday work management For projects and tasks |
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monday CRM For customer-facing teams |
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monday dev For product and dev teams |
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monday service For IT and support |
Blog
Guides and tutorials for building
monday.com client portals
Explore tutorials, comparisons and technical guides
for building secure client portals with monday.com.
How to share your monday.com boards with external users and guests
Sharing monday.com boards with external users and guests is easy. In this post, we’ll cover the built-in options, their pros and cons, and why a monday.com client portal is often the best solution.
Does monday.com have a Client Portal? Here’s how to build one.
The short answer is not natively. But with the right setup, you can create a secure monday.com client portal. In this post, we will explore built-in options, all their limitations, and how to build one.
Client Portal Builder vs Softr: Which fits into your monday.com workflow?
Curious about the difference between Client Portal Builder and Softr for building monday.com client portals? This post breaks down the pros, cons, and what makes each one a better fit.
monday.com does not include a built-in client portal for securely sharing board data with external users. While you can invite guests or share boards, this often exposes internal information or requires complex permission management. Client Portal Builder turns your monday.com boards into structured portals where clients only see the information intended for them.
How do clients access a monday.com client portal?
Clients access the portal through a secure link and interact with project information without entering your monday.com workspace. This allows teams to keep internal workflows private while sharing selected updates, files and data with external users.
What information can be shared in a monday.com client portal?
You can share selected boards and items from your monday.com workspace. Clients can view project updates, attachments, status changes and other information depending on how the portal is configured.
Do clients need a monday.com account to access the portal?
No. Client Portal Builder allows external users to access the portal without requiring a monday.com account, which simplifies collaboration with clients and partners.
What teams typically use a monday.com client portal?
Client portals are commonly used by agencies, consultants, project teams and service providers that manage work in monday.com and need a secure way to share progress with clients.
Try for free
Start building your monday.com client portal for free today
Create secure client portals directly from your monday.com boards and share project information with external users. Get started for free today with your free 14-day trial.