Monday Documentation

Portal Access Management for monday.com

Access settings decide who can sign in to your User Portal to submit, view and track requests. You can keep the portal open to everyone, limit it to your internal team, or let in specific clients. All of it is configured on one page.

Step-by-Step Guide

1. Navigate to Access Settings

Open your admin dashboard and look at the left menu.
Click the Access page under the User Portal section.

By default, anyone can register and sign in to your User Portal. Adjust this to fit your workflow:

Disable Sign-In: If you collect general feedback or bug reports and requesters don't need to follow the resulting monday.com item, you can turn sign-in off. The "Sign In" option then disappears from the top right corner of your User Portal, and the portal shows only public forms and public knowledge base articles. Self-registration and invites are disabled along with it.
Enable Self-Registration: Turn this on so that anyone visiting your portal can create an account, submit tickets and talk to your agents. Sign-in has to be enabled first. Open the live User Portal afterwards to check the change.

To get users into the portal faster:

Enable sign-up and sign-in with Google and Microsoft.
Refresh your live User Portal page and the two login buttons appear on the sign-in screen.

4. Restrict Registration by Domain

If the portal should stay private (an internal IT service desk, for example), change the default "anyone can register" setting:

Choose to restrict registration to users with specific email domains.
Enter your approved domains. From then on, only email addresses on a listed domain can register for your portal.

5. Invite Users Manually

You can also use the Invite button on the Access page to invite specific users by email. Each invited user gets an email invitation to register.

Any other questions? Get in touch