Introduction

Client Portal Builder documentation for monday.com

Learn how to set up, configure and use client portals on monday.com with Client Portal Builder, from the first Clients Board setup to access, content, automations, security and troubleshooting.

Did you know?

Instead of inviting clients as guests or sending manual updates, you can give them a dedicated portal that always reflects the latest information from your boards.

Quick links

Find the most looked up topics

Why use it

When sharing monday.com boards is not enough

Client Portal Builder is designed for teams that work with external clients and need a clean, controlled way to share information. You can use it to:

  • Share live project status and progress
  • Provide clients with access to files and documents
  • Centralize communication and updates
  • Maintain full control over visibility and permissions

How it works

Building portals on top of monday.com

  1. Create a Clients Board
    Each item on the board represents a client and serves as the foundation for their portal access.
  2. Add the Client Portal Builder views
    Use the board view and item view to configure portal settings and manage client access.
  3. Create client accounts
    Assign accounts to each client and define what boards and items they can see.
  4. Build portal pages
    Add pages and sections that display live data pulled directly from your monday.com boards.
  5. Customize and publish
    Adjust design and settings, then share the portal with your clients.