Leverage templates to manage, merge, calculate and export board items to Excel spreadsheets and email them periodically with automations.
Overview
What is the Clients Board on monday.com
This board is a standard monday.com board and the mandatory foundation for your monday.com client portal. The Clients Board is created or selected early in the setup process, right after installing the app. It defines who your clients are and controls what each client can access in the portal. Each item on this board represents one unique client.
Relation
How the app uses the Clients Board
The Client Portal Builder app uses the Clients Board to identify the client, connect internal boards to the correct client, and control visibility and permissions. All portal pages and data sources ultimately reference this board. Each client must have exactly one item on the Clients Board.
Structure
How to structure the Clients Board
The Clients Board needs at least one item and a value within the item name column. The item name commonly represents the client name. For advanced usage you can add a Status column which can be used within in the app to display specific content conditionally per client for example.
Did you know?
If the Clients Board is set up correctly, everything else in the client portal becomes predictable. If it is not, portal access and visibility will not work as expected.