
Client Portal Builder
335 installs, since August 18, 2024. 25 installs/month. Updated July 16, 2025.
Create secure Client Portals directly on monday.com
Client Portal Builder lets you easily build, manage, and publish branded Client Portals directly on monday. Securely share board items, files, and more in password-protected Client Portals. Watch the ↗️ Getting Started video to see the app in action.
DEMO PORTAL
Sign in at ↗️ clientportalbuilder.com/demo
Username 👉 perry@portal.com
Password 👉 #demoportal25
KEY FEATURES
👨💼 Clients + Accounts
Manage clients in a single board, granting portal access via login credentials or Google.
✅ Board Access · ↗️ Watch Video
Define which boards, board items, and item columns each client can access.
📄 Pages + Content
Create portal pages and add sections like board tables, grids, text, WorkForms, and more.
🗄 Conditional Content · ↗️ Watch Video
Show specific pages and content sections to clients based on certain conditions.
✏️ Item Editing [NEW]
Let clients update specific board columns on their own behalf.
💬 Item Comments [NEW] · ↗️ Watch Video
Collaborate and chat with clients directly on board items and exchange files securely.
⚡ Action Buttons · ↗️ Watch Video
Add custom buttons to items so clients can trigger predefined automations in a click.
🎨 Theme Settings
Make your client portal match your company branding with custom colors and logos.
🌐 Custom Domain · ↗️ Watch Video
Connect your client portal to your company's domain.
🔒 Security + Hosting · ↗️ Learn More
Your data stays securely hosted within your monday.com account and region.
Visit 👉 clientportalbuilder.com to learn more about the app or to book a demo.
Security & Compliance
Security
Does the developer periodically perform penetration testing?
Does the developer have a dedicated security and privacy point of contact for such issues or questions?
Does the app restrict redirects and forwards only to approved destinations, or show a warning when redirecting to potentially untrusted content?
Does the app protect against mass parameter assignment attacks?
Does the app perform encoding and sanitization on all user supplied parameters to protect against Cross-Site Scripting?
Does the developer protect all state-changing actions against Cross-Site Request Forgery (CSRF)?
Does the developer have mechanisms to notify monday.com in case of a security breach?
Does this developer have a process for installing application-level updates and security patches for the service (such as software packages and databases)?
Compliance
Is the app certified with the information security standard ISO/IEC 27001:2022?
Is the app compliant with the Health Insurance Portability and Accountability Act (HIPAA)?
Is the app certified with System and Organization Controls (SOC 2 or SOC 3)?
Is the app compliant with the General Data Protection Regulation (GDPR)?
Data
Does the app send any data outside of monday.com? If yes, indicate whether the data is customer-submitted (e.g., board names, item names, doc content) or non-customer-submitted (e.g., account ID, board ID, user ID).
Where does the app store logs data?
Where does the app store the app data?
Does the developer ensure application logs do not contain secrets or personally-identifiable information (PII)?
Is customer data segregated from the data of other customers (for example logically or physically)?
Privacy
Does the developer enforce multi-factor authentication on employees access to systems which may process customer data?
Does the developer protect access to customer data based on the principle of least privilege?
Reviews
TK: The team is the best at support and helping get things solved. Highly recommend
Historical data
Installation history
We have data for December 28, 2024 onwards only. Collected sometime after 00:00 UTC daily.
Total number of installs
Change in total number of installs in last 7 days
Compares the number of installs on each date with 7 days previously:
Change in total number of installs in last 30 days
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Change in total number of installs in last 90 days
Compares the number of installs on each date with 90 days previously:
Ratings history
Categories history
Each of the following is a yes/no answer, so the graphs show 1 for yes, and 0 for no.