Get started with Client Portal
Builder for monday.com

Learn below the essential steps to create your Client
Portal. Screenshots might be outdated since
we deploy new app updates frequently.

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 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.

Blog

Discover our latest Client
Portal Builder guides

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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.