First steps in 2026 with Client Portal Builder for monday.com | Tutorial 🎓
Want to create a Client Portal on monday.com?
In this video, Simon walks you through the first essential steps to set up your client portal using the Client Portal Builder for monday.com app. This tutorial will help you get your portal up and running quickly and step by step.
✅ Covered topics
1. How to create and structure your Clients Board
2. How to add the Client Portal Builder board view
3. How to preview your current working draft
4. How to publish your client portal on monday.com
5. How to grant portal access to clients
🎓 Documentation
Getting started 👉 https://getgorilla.app/products/clien...
⏱️ Timestamps
00:00 Introduction
00:14 Create a Clients Board
00:24 Creating clients
01:03 Add Client Portal Builder view
01:21 Authorizing the app
01:44 Dashboard
01:55 Portal settings
02:16 Theme settings
02:37 Using the Builder
02:58 Preview draft
03:20 Publish portal
03:31 Open login page
03:50 Add Client settings
04:12 Create a login method
04:40 Enable a client
04:50 Log in as a client
🔗 Useful resources
Demo portal 👉 https://clientportalbuilder.com/demo
Documentation 👉 https://getgorilla.app/products/clien...
💬 Need help?
If you have questions or need help setting up your portal, feel free to reach out 👉 https://getgorilla.app/contact
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