Client Portal Builder for monday.com let your clients securily access services and information tailored to their specific needs managed on monday.com
Overview
Control how columns and values appear to clients
Column settings allow you to control how specific monday.com column types are displayed in your Client Portal. This includes formatting, visibility, labels, and behavior depending on the section where the data is shown.
Did you know?
With column settings, you can adapt your internal board structure to a clean, client-friendly presentation without changing your data inside monday.com.
Setup
How to access column settings
- Open the Client Portal Builder board view.
- Open the portal page with a Board Table, Grid section or Client Item.
- Find the column to customize and open its
⚙column settings. - Change the settings to your needs.
- Save them and publish your portal.
Examples
What you can control with column settings
Depending on the column type and section, you can configure how data is shown to your clients, for example:
- Display a custom column name that is easier for clients to understand
- Show or hide column names in Board Grid sections
- Format dates and times based on your regional preference
- Enable file preview instead of forcing downloads
- Adjust how Mirror column values are displayed
These and more settings help you present your data in a way that matches your workflow and your clients’ expectations.
Did you know?
Each board section and column type may support slightly different display options depending on how the data is rendered. Learn more about all available column settings in supported sections.