Learn how to install the Client Portal Builder for monday.com app and how to get started quickly.
Create a secure monday.com
Employee Portal with ease
Client Portal Builder makes it super easy to build a custom
employee portal from your monday.com workspace.
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Works with monday work... For projects and tasks |
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Works with monday CRM For customer-facing teams |
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Works with monday dev For product and dev teams |
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Works with monday service For IT and support teams |
Data management
Bring all your data together in real-time from monday.com
Connect your monday.com boards easily in the Client Portal Builder and keep data synced in one place. Eliminate manual updates, control access, and keep everyone aligned in real-time.
Employee Portal
Flexible features
out of the box
Employee onboarding
Simplify employee onboarding with a prebuilt and branded login page. Followed by tailored pages built on intuitive content sections.
Employee communication
Stop endless email chains and collaborate in between the portal and monday.com – easily chat and share files directly on board items.
Document management
Create a secure and central hub for employees to access, download and review important files provided directly from monday.com
Employee centric
Handle onboarding processes for new hires, manage time off across teams, collect feedback, and let employees create tickets.
Reporting
Share data and reports directly from monday.com within your portal, to provide employees with insights and keep them in the loop.
Resources
Create a resource and support hub with articles fueled from monday.com to empower employees to self-serve anytime needed.
Designed to Deliver
Build a branded and tailored
monday.com Employee Portal
Branding
Match your logo, colors, and domain to keep the portal consistent with your company brand.
Automations
Let employees trigger workflows inside monday.com using simple and powerful buttons.
Mobile ready
Give employees a seamless and smooth experience on any device, including smartphones and tablets.
Collaboration
Share files, exchange comments, and keep conversations secure in one place on monday.com
No-code
Launch fast with portal pages and prebuilt sections that need no coding or developers.
Permissions
Control granular what each employee sees by setting board and item access with ease.
Getting started
Start creating a single monday.com board where each item represents one of your employees.
Preview portal
Preview your portal and check if everything works and is displayed as intended per employee.
Customize portal
Use the builder to design pages with content sections, structured to fit your employee workflows.
Create accounts
Grant portal access by adding user accounts to each employee, choose from login credentials or Google.
Connect boards
Connect boards and choose which data to display. Show only what matters to each employee.
Publish and launch
Go live on your own custom domain. Share the secure login link with your employees and their accounts.
In just days, we gave our non-monday.com teams one
central hub for onboarding, requests, and updates.
The app support was top notch and responsive.
HR Manager
Sports Goods Manufacturer
Start building your Employee Portal today. For free.
Start your 14-day trial to explore all the app's capabilities, and see if the Client Portal Builder matches your needs.