Portal solution
Create a customer portal
for monday.com
Turn your monday.com workspace into a customer portal
where your customers can access updates, shared
data, and resources in one clear place.
What is a customer portal for monday.com?
A customer portal for monday.com is a structured interface that allows you to share selected data from your monday.com workspace with customers without exposing your internal setup. Instead of giving customers direct access to boards, information is presented in a simplified and controlled way. Customers get access to relevant updates, files, and workflows, all limited to what they need to see.
When does a monday.com customer portal become useful?
A monday.com customer portal becomes useful when you work closely with customers and need to share information on a regular basis. As communication grows across emails, files, and updates, it becomes harder to keep everything aligned. A portal creates a single place where customers can access what they need without relying on manual updates or access to your internal workspace.
What you can share through a customer portal for monday.com
A customer portal can be tailored to how you work with your customers and what they need access to:
- Project updates and progress
- Files and shared resources
- Dashboards and key data
- Communication and collaboration
Why not share your monday.com workspace with customers
While monday.com allows you to invite external users and share boards, it is designed for internal collaboration and not for structured customer access.
As more customers are involved, it becomes harder to control what is visible and how information is presented. A customer portal creates a dedicated layer where information is organized in a consistent and easy-to-understand way, without exposing internal workflows.
Build your customer portal directly on monday.com
Create a customer portal that fits your workflow and collaborate with external customer without changing how you work inside monday.com