Clients Board

Set up the Clients Board for your monday.com client portal

The Clients Board is a standard monday.com board and the foundation of your monday.com client portal. Each item represents one client and controls their access and related portal data. Want to see how these client relationships can shape the complete portal experience? Read our guide to personalized client views in monday.com.

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.

Planning

Decide what one client represents

A client item can represent a company, a household, a project owner or an individual. Choose the unit that should share the same portal access and data.

If several people at one company should see the same content, keep one client item and create a separate login method for each person. If they need different access, such as approving only their own items, create one client item per person and link items to them individually. A status column such as Company can control shared page and section visibility.

Conditions control whether a page or section is visible. The board source still determines which items each client sees; sharing a page does not automatically share its items.

For an internal staff portal, each team member can be a client item too. Subitems under a client item are that client's data, such as a checklist, rather than additional people who can sign in.