Who can use this feature

Available on monday service

Available on Enterprise plan

With monday service on an Enterprise plan, you can create multiple Customer Portals for your teams! Each portal will have its own branding, content, and access controls, so the right people always see the right resources. This article will walk you through all you need to know to create and manage multiple Customer Portals. 

Support multiple audiences with separate portals

While the main Customer Portal is still accessible from the globe icon in the left pane, you can now create additional Portals to support specific teams or external audiences! Each portal offers the same functionality and customization options as the main Customer Portal.

Whether you're managing internal teams like IT, HR, or Facilities, or working with external audiences like partners, suppliers, or clients, each group can have its own portal with separate forms, knowledge base content, SLAs, and access settings. Every portal you create is fully customizable, permission-controlled, and branded to match your needs. 

Let’s walk through how to create and manage multiple Customer Portals.

Create a new Portal

To create a new portal, click the + in the left pane, hover over Service templates, then select Portal:

You'll be asked to set the portal's unique URL. This will be used to access the portal going forward.

Once created, the portal will appear in the workspace where it was added—just like a board. From here, you can customize the portal’s settings like you would with the main Customer Portal.

When you're ready to share it, copy the URL from the Customize tab and send it to your audience!

Manage the Portal from the left pane 

When your Portal appears in the left pane, click the three-dot menu to rename it, move it to a different workspace or folder, change its type to Private, add it to your favorites for quick access, duplicate it, delete it, or archive it.

Setting a Portal's type to Private restricts other account members' access to its settings (Customize, Content, Security).

Invite account members to the Portal 

Click the Invite icon in the top right corner to give other team members access to Portal settings. Type in a name or email to invite someone. By default, the person who created the Portal is its first owner.

You’ll see a grey crown next to each invited user. Click it to make that person a Portal owner. Once selected, the crown turns blue.

Keep reading to learn the Portal permissions available for each user type.

Understand the Portal permissions

Portal settings can be managed by different user types. Here’s what each one can access and edit:

As you can see, both the account admin and the Portal owner can edit the Security setting. However, only account admins can access the Users setting, since it allows invitations to people outside your organization. To protect your account, this permission is limited to admins.

Permissions described in the table above apply to additional portals you create. Permissions for the default portal are different and are based on the user's role on your account: viewers, guests, and members who do not have monday service cannot view any of the portal tabs. Members can view and edit the Customize and Content tabs, but the Security and Users tabs are blocked. monday service admins can view and edit all tabs.