Overview

How to create and manage monday client portal pages

Portal pages define the main navigation of your client portal. Each page appears as a menu item and contains one or more content sections. They let you structure your portal into clear, navigable views so clients can easily find the information they need when browsing their monday.com client portal.

Did you know?

You can display portal pages conditionally per a client status. Learn how to set up a condition.

Create page

Add a new page to your portal

Use the + button in the Portal pages panel to create a new page. The page will appear in the navigation and can be filled with content sections. Portal pages created within the Builder reflect in the same order of appearance directly in the client portal.

Manage pages

Delete or arrange the order of a page

Delete a page from the page list to remove it and all its content sections from the portal. Drag and drop pages in the Portal pages panel to control the order in which they appear in the client portal.

Page settings

Configure page name, icon and navigation

Open the page settings to customize how a page appears in your portal navigation. Update the page name shown to clients, choose a page icon, and optionally make the page appear in the portal footer navigation for e.g. legal content.

  • Page name Mandatory
  • Page alias Read-only
  • Page icon Optional
  • Page placement Optional Main navigation Footer navigation

Did you know?

The Page alias is used internally for linking and routing within the client portal.

Page conditions

Show or hide pages based on a client status

Use conditional pages to display specific pages only to clients that match certain conditions, such as a specific status in your Clients Board. Learn how to set up and display a page conditionally.