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! This article walks you through the available settings and explains how to configure them to fit your needs.
Locate the Customer Portal settings
Your Customer Portal is a website with an independent URL, external to monday.com. This means that portal visitors do not have to be monday.com account users. Account admins can reach the Customer Portal's settings by clicking the globe icon at the top of the left pane:
From here, you can choose from three main categories of portal settings: Customize, Content, and Security. Keep reading to learn all about them!
Customize settings
The Customize tab in your portal settings allows you to change your portal's name, adjust the heading color, upload a background picture, and your logo. You can also preview and copy your portal's URL to the clipboard.
By expanding the "Portal login page" at the bottom of the page, you can customize the messaging that appears on your portal’s login page. From here, you can enter a "Portal login page title", which appears as the main message on the login page, and a "Portal login page subtitle", which appears right above the email entry field. You can also add a link that appears below the subtitle by entering the link’s display text and pasting the URL (for example, Terms and conditions, a help center article, or an external form). Select "Save" next to each field to apply your changes, and they’ll appear instantly on the login page.
Content settings
To add a resource to your portal's content, click "Add resource" and then choose one of the options from the drop-down menu.
To add a WorkForm, select it from the drop-down list, enter a title, choose a group, add a description, apply a label, and upload a background image. Once ready, click "Add WorkForm". Your form will then appear under the chosen group in your portal's Service Settings.
To add a link, click "Link”, paste the URL, enter a title and description, select a group, apply a label, and upload a background image. Then, click "Add link”. The link will then appear in the selected group within your portal’s Content.
You can also add monday docs to your portal. When portal visitors open a doc, it opens in a view-only preview inside the portal. To add a monday doc, click "monday Doc". From the list, select the doc you want to add. You can also select multiple docs at once, then click “Next”.
Choose the group where the docs should appear, apply a label, choose a background image if you'd like, and click “Add monday Doc”.
The doc will appear in the selected group within your portal’s Content. By default, the portal uses the doc’s name as the content title. You can edit the title if you’d like.
When you add a doc to the portal, it becomes accessible to all portal visitors, even if the doc was originally private, as long as the person who added it had view access to it. Document assets (images, videos, and files) also become accessible to portal visitors. Some elements that can be embedded in docs, such as monday boards and widgets, can’t be displayed inside the portal preview due to data privacy limitations.
Personalize your Portal's content by adding custom labels and background images! Click "Add a label" when adding your resources, then choose "+ Add custom label". Customize the label’s name, color, and icon to match your needs. Once the label is set, enhance your link or form with a background image:
Groups help you organize your portal content so visitors can quickly find what they need. To add a group, click “+ Add group” and customize the group’s title, then add resources to fill it:
You can reorder content within a group by dragging it using the 6-dot menu to the left of each item, and you can reorder groups the same way by dragging the group’s 6-dot menu.
You can collapse or expand a group by clicking the arrow in the group header. If you delete a group using the trash icon on the right side of its header, all links and forms inside that group will be removed from the Customer Portal, but any WorkForms will still exist in your account in their original location.
Edit your links or forms by clicking the pencil icon to the right of the title and description. This opens a window where you can edit the form or link, along with its title, label, or description. When you’re done, click “Discard” or “Save changes”.
To delete a resource, click the trash icon to the right of the title and description.
Finally, you can use "Announcements" so portal visitors can’t miss time-sensitive messages like maintenance windows, service updates, or policy changes. Announcements appear as a banner at the top of the portal, so everyone sees the message as soon as they open it.
To create one, open the "Announcements" section and click “Add announcement”. Add your announcement text, then use "Timeline" to set the dates when the banner should appear. Under "Style", choose the banner color.
Next, decide whether visitors can close the banner by turning on “Users can dismiss the banner”. If you want to include a clickable URL, turn on “Add a link”, then add the Link URL and Link text. When you’re ready, click “Add announcement” to publish it.
Once it’s added, portal visitors will see it as a banner at the top of your portal during the dates you selected.
Access settings
In the Access tab, you can control who can sign in to your portal and how people outside your monday.com account are added. You can also choose whether portal users can sign in with email verification, SSO, or both.
Access permissions
Under "Access permissions", choose who can sign in to this portal.
"Account members" is turned on by default. This allows active account members in your monday.com account to sign in to the portal. Click on "Manage account members" to review or update account members in the User management section.
Turn on "External users" to allow people outside your monday.com account to sign in to the portal.
Access methods
Under "Access methods", choose how external users are added to the portal.
If you select "Restricted access", you can limit registration access to specific people you invite and, if needed, to people from approved domains. From here, you have a few ways to manage access.
Select "Invite users" to invite external users right away by entering one or more email addresses. Click on "Manage external users" to open the "Users" tab, where you can view and manage external portal users.
If you want to grant the portal access to all users with a certain domain, the "Approved domains" option is for you. Add one or more domains to allow people with matching email addresses to register and access the portal instantly:
Under SCIM provisioning, you can manage portal users automatically through your identity provider.
If you select "Open access", anyone with any email address can register and access the portal. Email verification is required.
Users tab
The "Users" tab shows external users who have access to the portal:
In this tab, you'll see the user's email address, status (active or pending), when they joined, and whether they were created via a user invitation or an approved domain.
To invite external users from the Users tab, select "Add users", then enter one or more email addresses. Invited users will appear in the list on this page. Users who are added through "Approved domains" will appear after they sign in for the first time.
To manage an external user, clcik on the three-dot menu to the right of their name:
Sign-in methods
Under "Sign-in methods", turn on "Allow SSO sign-in" to let portal users sign in using your account’s existing SSO configuration:
SCIM provisioning
You can use SCIM provisioning to automatically create users as portal-only users on monday service. Start by creating a user role called "portal_user" in your identity provider.
Assign this role to the users or groups that should have access to Portals only. Make sure these users are not part of any other group that provisions a different role to monday service. If they are, the stronger regular role will override the portal user role.
Once the role is assigned correctly, users will be created as portal users through SCIM provisioning:
If you have any questions, please reach out to our team right here. We’re available 24/7 and happy to help.