Client Portal Builder for monday.com

Hello Simon,
This looks cool and interesting. Are clients also able to interact with the board items from their client portal? Such as changing a status column and uploading a file?

Hey @stdev,

at the moment, the items are read-only.

But we are currently working on an update that introduces a concept we call “Action-Buttons”. With this, you (as the Client Portal admin) will be able to add Buttons to the board items displayed in the Portal. If the client clicks such a button, it will trigger a monday automation. So for example, you could set up a button “Resolve” which would then set the status of the item to “Done” when clicked by the client. We’ll be releasing this feature in the next 2 or 3 weeks.

Regarding file uploads and generally letting the client change an item, this is something we have planned but first need to get a sense of how much demand there is for it.

– Simon

The “Action Buttons” feature was now released. Here is an explainer video:

– Simon

Users can now define which client is allowed to which pages with our new “conditions” feature. As usual, we created an explainer video that covers this feature:

– Simon

In the last couple of weeks, we deployed a bunch of new features and improvements. Here is an overview:

• Clients can now log in to the portal through Google authentication.
• The order of board columns can now be directly changed inside the app.
• Your company logo now appears on the login page.
• You can now send credentials to your clients by mail.
• Clients using the login method “credentials” can now change their own password in the portal.
• As a portal admin, you can now view the portal impersonated as a client.

– Simon

Happy to share that we released the “Item Comments” feature yesterday 🎉 🎉

• Communicate and collaborate with clients in context, right on board items.
• Add file attachments to any comment, designed for easy document sharing.
• Keep internal notes hidden from clients by using the updates on monday.com
• Trigger automations when a client leaves a comment, get notified and reply quickly.
• Keep clients in the loop by email and engage them to take action on an item.
• Notify clients in the client portal with the latest item comments and activities.
• Store all comments automatically as item updates for a complete communication history.

– Simon

We now also created an explainer video that covers the latest “Item Comments” feature. Check it out here:

– Simon

In case you’re curious what such a portal can look like from the perspective of a client, we now have a demo portal available 😀

Sign In: https://portal-demo.getgorilla.app
Username: perry@portal.com
Password: #demoportal25

– Simon

We released a new feature that lets clients also edit items. Here is an explainer video: 

- Simon

A lot of new features have been added to the app since my last report. Here is a summary of what happened in the last few months:

• We added a bunch of automations that let you automate a lot aspects of a Client Portal. This includes creating login methods, sending out automated mails to clients, resetting passwords and a lot more.
• On the Dashboard you now see powerful insights about the portal. This includes statistics about the portal usage (how many logins per day, etc.).
• We've added translations for french, german, spain and chinese.
• Every portal can have nice page icons.
• Portal settings and login methods can now be exported/imported.
• On the login page you can now add a custom text section (with markdown support).
• There is a new section type that lets you display client information in a more structured way.
• Formula columns are now supported in the portal.
• There is a new section type to create teasers/quicklinks

- Simon