just wanted to let you know that our app Client Portal Builder has been released in the monday marketplace recently.
With the app, you can create a Client Portal and share board items with clients. Here are some of the key features of the app:
Create and manage Client Portals directly from within the monday UI.
Data (including accounts) are stored in your monday account.
Every client is literally a board item in a monday “Clients” board.
Multiple different strategies to define which client is allowed to see which items and columns.
Embed monday WorkForms in your Client Portal.
Connect the Client Portal with your own domain.
Customize colors and brand your Client Portal with your company logo.
Multi-Region support: If your monday account is located in the US, your Client Portal will be hosted on US servers, if it’s hosted in the EU, it’ll be hosted on EU servers.
To get an overview, there is a Getting Started Video on YouTube:
Feel free to contact us if you have any questions.
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?
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.
