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monday service Customer Portal

 

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Who can use this feature:
Available on monday service

 

 

Take your monday service account to the next level with the Customer Portal. This game-changing support hub will help you manage all of your forms, articles, and information in one central location! Keep reading to learn all about what to expect and what we have planned next!

 

What is the Customer Portal?

The Customer Portal is essentially a centralized location for all internal knowledge and help. It acts as a hub containing everything an employee needs to get their questions answered. From links for request forms to self service articles, the Customer Portal will streamline your customer's needs. 

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How does it work?

Your Customer Portal is a website with an independent URL, external to monday.com, meaning that portal visitors do not have to be monday.com account users. Your portal features a signature color and title in the header, and in the lower half of the screen, there is a left pane listing content groups.

 

When a user clicks one of the groups, the links and forms related to the selected category will be displayed with a title and description. When you click a form, it will open up in a pop-up window and can be filled in right from within the portal. When you click a link, it will open in a new browser tab. 

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In your Customer Portal's settings, you'll be able to add forms or links. Here, you can rename, customize, and organize your content to make it easy and intuitive for customers to reach the relevant content on the live portal site. 

 

Account admin can reach the Customer Portal's settings, click the cogwheel icon at the top header of your screen. 

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From here, you can choose from 2 main categories of settings for your portal; General, and Content. Keep reading to go through them! 

 

User management settings 

Before we get started setting up your Portal, let's define user management details for your account. From here, you can choose whether you want your portal users to have full access to your monday service account, or for them to only access the portal. 

 

If you wish to add them as users with full functionality, invite your members using one of our secure options; SAML, SCIM, or Email and password. To invite users to your portal only, use the following steps. First, click your profile picture and go to the "Administration" section. 

 

Note: Only account administrators will be able to access and edit these settings.  

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Head to the "Security" tab and make sure you are on the "Login" page. 

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Scroll down to "Choose default product for new users" and make sure to click the "x" to deselect any product. You should see " No default product" in this window. 

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Once this step is completed, any users added to this account from this point forward, will have full access to the portal without taking up a seat on your monday service plan. 

 

General settings

The General tab in your portal settings is where you can customize your portal's name and heading color. From here, you can preview and copy your portal's URL to your clipboard as well as view the authentication method associated with your account. This method will always be the same method used to log into your monday.com account. 

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Content settings

To add a form or link, click "Add form or link" and then choose one of the options from the drop-down menu. 

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To add a WorkForm, choose a group to add it to, select a WorkForm from the drop-down list, and write a title and description before clicking "Add WorkForm". You'll then see your form appear under the chosen group in your portal's Service Settings. 

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Note: Only WorkForms that were added as a board view on one of the boards in your monday service product will appear on this list. You must have permissions to view and edit a form in order to add it to the Customer Portal. 

 

To add a link, click "Link" choose a group to add it to, paste a link, and write a title and description before clicking "Add link". You'll then see your link appear under the chosen group in your portal's Service Settings. 

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You can easily arrange content within your groups by dragging and dropping them using the 6-dot menu to the left of each link or form. 

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Edit your links or forms by clicking the pencil icon to the right of the title and description. This button will open the a window that will allow you to edit the form or link itself, its title, or description. When you're done, click to "Discard" or "Save changes". 

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To delete a link or form, click the trash icon to the right of the title and description. 

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Customize your groups

Groups will help you further categorize your content to help customers find exactly what they're looking for and know where to go to browse content. To add a group, click "+Add group" and then customize the group's title. You can then reorganize or add new content to fill the group with forms and links. 

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You can reorder groups by clicking the 6-dot menu to the left of the group's name and dragging to your desired order. You can collapse and expand groups by clicking the arrow in the group's header.

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Delete a group by clicking the trash icon at the right side of the group's header. When you delete a group, it will delete all of the links and forms within the group from your Customer Portal. The WorkForms deleted in a group will still exist in your account in their original location. 

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What's next?

We're constantly working to innovate and bring you new features and improvements, and we have a lot in store for you with monday service's Customer Portal! 

 

Our next steps are to add: 

 

Knowledge Base 

A fully customizable Knowledge Base for your organization. Create monday Docs for each of your articles and house them in on centralized location. You'll be able store and organize your content into different categories and sections depending on your unique needs. It will enable you to link different sections or highlight articles right on the home page of your Customer Portal, and will even enable a keyword search.

 

Content permissions

We're working on bringing you customizable permissions settings for your portal. You will be able to define viewing permissions on a granular level, including access to articles and links on the Customer Portal. 

 

Personal Area

The Personal Area will be a personalized area for you to easily access all of your tickets. You'll be able to see open or closed tickets from here, check on their statuses, respond to support requests, and more!

 

 

If you have any questions, please reach out to our team right here. We’re available 24/7 and happy to help.