Leverage templates to manage, merge, calculate and export board items to Excel spreadsheets and email them periodically with automations.
Learn how to get started with
Client Portal Builder for
monday.com
Learn how to install the app and how to use
Client Portal Builder for monday.com
Do you store any data outside of monday.com?
No, any data stays safe and secure within your monday.com account. Direct requests through the monday.com API are made on demand.
Why do I need to authorize the app and grant permissions?
It is mandatory to grant permissions via oAuth for a seamless integration between monday.com and the Client Portal Builder.
How can I create content sections that better fit my requirements?
We will keep releasing new core features over time that are geared towards the most common use cases. In case you need adjustments or individual section types, just contact us. We offer contract work based customization services for your Client Portal.
How can I reset the password of a user account from one of my clients?
Head over to your Clients board and open the item view for that specific client. Navigate to the Accounts menu and edit the specific user account. Now update the password and send it to the user afterwards.
Who can access the app on monday.com?
Access to the app configuration is limited to board owners.
Interested in a product demo?
Let's learn about your requirements, answer questions, and
review ways how we can help you and your organization with
our monday.com apps and solutions.
