Take your monday service experience to the next level with the Customer Portal! This centralized hub gives you everything you need to get questions answered, submit requests, and track updates. It combines request forms, helpful articles, and ticket tracking in a clear, easy-to-navigate layout.
What is the Customer Portal?
Your organization’s Customer Portal is a website with its own unique URL that you can open directly in any browser. At the top of the page, you’ll see the portal’s branding, including its name and colors.
The main area of the portal is organized into content groups, helping you quickly find what you need. When you click on a group, you’ll see the related resources displayed with clear titles, short descriptions, and visuals. Forms open in a pop-up window where you can fill them out and submit right away, while articles open directly in the portal. External links open in a new browser tab so you can access additional information without leaving your current view.
Customer Portal Settings
The Customer Portal includes three main settings areas: Customize, Content, and Security. These settings are managed by your organization’s admins and control how the portal looks, what content is shown, and who can access it.
For details on how admins can adjust these settings, see the Customer Portal settings article.
My tickets
The My Tickets section in the Customer Portal gives you a centralized view of your support requests. It includes tickets you submitted, along with tickets that were shared with you when you are included as a participant. Participants are people who are copied on ticket email updates or invited by the requester, so everyone stays included in the same ticket conversation.
To access this section, click the My tickets icon in the top-right corner for the preview of your latest tickets, and See all for a complete overview:
From here, you can track ticket progress, view status updates, and communicate directly on each ticket. As your ticket’s status changes or an agent replies, you’ll receive an email notification.
You can also manage participants directly from the ticket. To do this, open the ticket, select Participants, and then enter email addresses to invite participants or remove them from the list:
If you receive an AI auto-reply or a response from an agent that resolves your issue, you can close the ticket yourself by clicking That solved it. This action notifies the agent and automatically moves the ticket to the Resolved section.
If the issue reappears or you need to provide more information, you can reopen the ticket at any time from the Resolved section and continue the conversation with the support team.
Search the Portal
Looking for a specific document or ticket in the Customer Portal, but don't want to sift through everything manually? Use the Portal's global search to instantly find tickets, links, forms, and more—no hassle.
If you have any questions, please reach out to our team right here. We’re available 24/7 and happy to help.