Client Portal Builder

Client Portal Builder board view

The Client Portal Builder board view is where you monitor activity, build pages, customize the theme, manage settings and publish your monday.com client portal.

How to add the Client Portal Builder view:

  1. Click the + button next to your Clients Board main table
  2. Navigate to Apps in the dialog
  3. Search for Client Portal Builder
  4. Click Client Portal Builder to add the view

How to use the Client Portal Builder view:

  1. Open your Clients Board in your workspace
  2. Click the Client Portal Builder board view
  3. From the Dashboard navigate to Builder, Theme or Settings

Learn more about the Client Portal Builder features and how to use them within in this view.

Did you know?

The Client Portal Builder app view is mandatory and added once next to your Clients Board main table. You serve all clients from this one setup.