Overview

How to reset passwords in monday client portals

Manage how client portal users reset their passwords. You can update passwords manually, trigger resets through workflows, or allow clients to request a reset themselves.

Manual reset

Reset a client password from the Clients Board

You can manually update a client password directly from your monday.com workspace. Use this option when you need to quickly restore access for a client.

1. Open the client item in your Clients Board
2. Head to the Client Settings item view
3. In the Login methods tab ⚙ edit the configuration
4. Set a new password and save your changes
5. Share the updated password with the client

Workflow reset

Automatically reset passwords using workflows

Use the action Update password of credentials login method to reset a client password through an Workflow Builder automation. Choose any custom trigger before, and add any additional action after. This action requires:

• Clients Board Mandatory
• Email address Mandatory
• New password Optional

The Email address must match the login method email exactly and case sensitive. If no Password is provided, a secure random password is generated automatically by the system.

Admin trigger

Reset a password with one click from your Clients Board

Add a Button column to your Clients Board, name it Password reset for example, and connect it to your workflow. This allows your team to trigger the password reset workflow directly from the Clients Board and automatically sends the new password to the client.

Self-service reset

Let clients request a password reset themselves

Create a WorkForm where users enter their email address to request a reset. This allows clients to recover access without contacting your team.

Use the form submission as the trigger for your workflow:

1. Capture the email
2. Reset the password using the workflow action
3. Send the new password to the email address

Add a reset link on your portal login page:

1. Open the Client Portal Builder view next to your Clients Board
2. Navigate to the Settings tab and find the Login Text feature
3. Add a text such as Forgot your password? Request a reset here.
4. Now format the text with Markdown and turn "here" into a link to your WorkForm.

Markdown example:

Forgot your password? Request a reset **[here](https://forms.monday.com/forms/XXXXX!external)**.

Replace https://forms.monday.com/forms/XXXXX with your actual WorkForm link. Keep !external after the URL to make the WorkForm link open in a new browser tab or window for a better user experience.

Password updating

Allow clients to change their password while logged in

You can enable clients to update their own password directly in the client portal when they are signed in using credentials. Enable Account password in your portal settings to allow this behavior. Clients can then access the feature with a click on their initials in the portal.