Leverage templates to manage, merge, calculate and export board items to Excel spreadsheets and email them periodically with automations.
Get started with Client Portal
Builder for monday.com
Learn below the essential steps to create your
core setup for using Client Portal Builder.
Step 1.1
Create a Clients board
The starting point for building Client Portals is the Clients board. It is used to reference specific clients in your regular boards for permission reasons, to manage user accounts of your clients, and to manage your Client Portal. You can keep the structure quite simple, as shown in the screenshot.
Step 1.2
Add the app to your Clients board
Click the + button next to your Main Table to add a new view. Now navigate to Apps and click Client Portal Builder. The app now appears as a new tab.
Step 1.3
Authorize the app
This step is mandatory to let the app read and modify monday.com board data where necessary, and to make the integration with clientportalbuilder.com work seamlessly. Click the Authorize button and a popup window will appear.
Step 1.4
Grant permissions
By authorizing the app and granting permissions, you automatically create an integration user from your monday.com account. All data that is being read or modified in your Client Portal is being done on your behalf. This user must be the owner of the Clients board.
Step 1.5
Add the app to a client
After closing the popup, navigate to your Main Table again and open the item view of your first client. Now add a new view by clicking the + button at the very right. Now search for Client and add the app to the item view.
Step 1.6
Set the app as board default
To make things much easier and accessible in the future, we recommend to set the app view as board default. That way, every time you open the item view for each client, the app will be shown at first. Though this step is optional.
Create credentials for
your Client Portal
Learn below how to create user accounts for each of
your clients that can sign in to your Client Portal.
Step 2.1
Create a user account
While having the item view open for a specific client, navigate to the Accounts menu within the Client app view and click the Create account button. A layer will appear where you have to provide all the essential information.
Step 2.2
Add the credentials
Type in all the information for that specific user account, like First and Last name, their Email address, and the Password. You can optionally add a Comment for the account. Accounts are enabled by default, toggle that option if you want to grant access at a later point.
Step 2.3
Manage user accounts
Repeat Step 2.1 and 2.2 for each user account and client. You can edit, disable or delete specific user accounts anytime if needed. You can also enable and disable a whole client including all its user accounts at the top right. A client is disabled by default.
How to build and edit
your Client Portal
Learn below how to set up a basic Client
Portal with the Client Portal Builder.
Step 3.1
Create content pages
Open the app Client Portal Builder right next to your Main Table of your Clients board. In the left sidebar, click the Create page button to add a new page and edit its name in the Page settings. In the right sidebar, click the + button to add a content section to your page.
Step 3.2
Rename your Client Portal
To give your Client Portal a name of your choice, navigate to the Settings menu. While having the General settings open, change the Portal name in the Client Portal section. There you will further find the URL of your portal and the option to unpublish it.
Step 3.3
Change the theme colors
To adjust the theme colors of your Client Portal and make it perfectly match the look and feel of your company brand, navigate to the Theme settings. Adjust the colors to your needs, by either pasting the corresponding colors in HEX format or by using the color picker.
Step 3.3
Publish your Client Portal
To publish or update your Client Portal, click the Publish portal or Update portal button at the top right of your editor. Once you have published your portal, any changes made in the editor are done in a draft mode. Update your Client Portal to make them take effect.
How to use and edit content
sections in your pages
Learn below which starter content sections are
available for usage and how to utilize them.
Text
Add headlines and copytext
Use one or multiple Text sections above or in between other sections to describe its following content, give your users helpful information or engage them to take action. The Text section contains a Headline field with size options and an area for Copytext.
Embed
Embed websites in an iframe
To embed content from another website into your Client Portal, use the Embed section. This section is a powerful tool to e.g. seamlessly let your users fill out monday.com WorkForms that are already integrated into your workflow. Define the URL and the iframe height.
Board
Add boards
To display monday.com board data to your clients add the Board section. You can choose in between the Table or Grid layout section types. Follow along the on-screen instructions or learn more about how to set up a Board section below.
How to set up and use
Board sections
Learn below how to properly configure Board
sections to be displayed to your clients.
Section
Board Table
You can choose to display your monday.com board items in a classic table layout. It offers your clients a clear, structured view of tabular data, making it easy to read, compare, and interpret information. This layout type is recommended if you want to face your clients with board data that contains many items and board columns.
Section
Board Grid
You can display your monday.com board items in a grid layout. It gives your clients a visually engaging and balanced presentation of varied content, enhancing the overall browsing experience. This layout type is recommended if you want to face your clients with board data that consists of fewer and consistent board columns.
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.
