Client Portal Builder for monday.com let your clients securily access services and information tailored to their specific needs managed on monday.com
Questions & Answers
Frequently asked questions about Client Portal Builder
Find below a list of frequently asked questions and answers related to the Client Portal Builder for monday.com app. Feel free to contact us if your question is not covered.
No, any data stays safe and secure within your monday.com account. Direct requests through the monday.com API are made on demand.
Why do I need to authorize the app and grant permissions?
It is mandatory to grant permissions via oAuth for a seamless integration between monday.com and the Client Portal Builder.
How can I reset the password of a user account from one of my clients?
Head over to your Clients board and open the item view for that specific client. Navigate to the Accounts menu and edit the specific user account. Now update the password and send it to the user afterwards. You can also globally enable the option to let your clients update their password on their own behalf directly in the portal.
Who can access the app on monday.com?
Access to the app configuration is limited to board owners.
Are formula columns supported by the app?
Yes, experimental support is available.
Are mirror columns supported by the app?
Yes, mirror columns are supported but with limitations and potential performance issues. Read more here.
Can I create chart dashboards with the app?
No, due to technical limitations from the monday API, we currently can't provide dashboard like content sections with charts.
Are there any known limitations coming with the app?
Yes, learn more about technical limitations here.
Why can't my client sign in to their client portal?
Please check if the designated client and its associated login methods are enabled in the Client Portal Builder item view on your clients board.