Grant clients access to your monday client portal with login methods

Login methods define how a client can sign in to your Client Portal. For each client, you can create one or more login methods, such as Credentials with email and password or Google authentication. Login methods are created and managed per client inside your Clients Board via the Client settings view.

Overview

What are login methods?

A login method represents a way for a client to access the portal, not a user account. Each login method belongs to a client item on your Clients Board and allows one or more people from that client "organization" to sign in.

Typical setups include:

  • One shared login method per client, when the client itself is a person
  • Separate login methods for different stakeholders of the same client

Login methods are not user accounts:

  • Portal interactions are executed on behalf of the client item, not the login method
  • Login methods are only used for authentication and access control

Did you know?

Login methods are managed independently from your native monday.com user accounts and don't take up seats. They are stored securely in your monday.com account storage infrastructure.

Login methods

Available login method types

Credentials Popular

Create a login using an email address and password. Use this option when:

  • you want full control over credentials
  • your clients do not use Google authentication
  • you want to create logins manually or via workflows

Google authentication

Allow clients to log in using their Google account. Use this option when:

  • your clients are using Gmail or Google Workspace
  • you want to avoid password management
  • you want to provide a quicker login experience

Did you know?

You can mix and match the different login method types across different clients. That means you can use Credentials for one client, and Google authentication for another one. Whatever fits best.

Manual setup

Create a login method manually

You can create login methods inside your Clients Board within each Client settings.

  1. Open your Clients Board
  2. Select a client item and open it
  3. Open the Client Settings view
  4. Navigate to Login methods
  5. Click Create login method
  6. Choose Credentials or Google
  7. Enter the required details and save

Don't forget to Enable the client to grant access.

Automated setup

Create login methods automatically using workflows

Login methods can also be created and managed using monday.com workflow automations.

Client Portal Builder provides custom workflow blocks such as:

  • Create credentials login method
  • Create Google login method
  • Update password
  • Enable or disable client

This allows you to automate onboarding flows such as:

Workflows can be combined with other monday.com automation blocks like sending emails, updating columns, or triggering conditions.

Managing logins

Managing existing login methods

For each client, you can:

  • Enable or disable login methods
  • Update the current password
  • Remove access if needed

Changes apply immediately to the published portal.

Tips & Tricks

Best practices with login methods

  • Use one login method per client unless multiple stakeholders require separate access
  • Use Google authentication when required or to reduce password management
  • Use workflows to automate onboarding and access management
  • Keep login methods consistent across clients for easier administration