Client Portal Builder for monday.com – Getting started
📌 Due to an updated app user interface, certain content shown in this video may not exactly reflect the current state of the app. We still recommend to watch the video, an updated version is in the making already.
Learn how to get started with the Client Portal Builder for monday.com app that lets you create and manage Client Portals directly on monday.com – Read the related blog post to this video here to get a quick summary of each important chapter: https://getgorilla.app/blog/getting-s...
📌 And don't forget to check our product website at https://clientportalbuilder.com
00:00 # 1. Introduction
00:22 # 2. Clients board on monday.com
00:34 # 3. Accounts for each client
00:50 # 4. Build and manage the Client Portal
00:59 # 5. Pages
01:30 # 6. Sections
01:37 # 6.1. Section → Board Grid
02:03 # 6.2. Section → Board Table
02:24 # 6.3. Section → Callout
02:43 # 6.4. Section → Embed
02:57 # 6.5. Section → Text
03:11 # 7. Placeholders
04:13 # 8. Board sources
04:28 # 8.1. Board source → Client Subitems
04:49 # 8.2. Board source → Client Board
05:35 # 8.3. Board source → Shared Client Board
06:35 # 8.4. Board source → Shared Board
07:22 # 9. Settings
07:28 # 9.1. Settings → Theme: Colors and Logo
08:07 # 9.2. Settings → Authorization: Integration user
08:53 # 9.3. Settings → Connect a custom domain
09:28 # 10. Customization
10:30 # 11. Future outlook
More about the app 👉 https://getgorilla.app/products/clien...
Marketplace listing 👉 https://monday.com/marketplace/listin...
How to install the app 👉 https://getgorilla.app/products/clien...
How to use the app 👉 https://getgorilla.app/products/clien...
Questions? Contact us here 👉 https://getgorilla.app/contact