Portals: a white-label website for your clients
A portal is a small website with your brand where the people you look after sites for (a client, your boss, another team, your own customers) follow what you watch for them, whenever they like: whether the sites are up, what changed on the pages, whether the journeys pass, the data you keep up to date, and the reports you sent them. Its pages carry your logo, colour and name; its address is on monity.ai until you give it a domain of your own. Its people don’t need a Monity account, and they can’t change anything. Portals are part of Business plans.
Portals are switched on account by account, for those who ask for them. To ask, open Portals in the app and click Ask for early access, or email hello@monity.ai. Once it is on, Reporting › Portals appears in your menu.
Make a portal
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Name it
Open Reporting › Portals in the menu and click New portal. Give it a name (only you and your team see it) and, if you like, pick the labels that gather what you look after for these people. With no label, it shows everything in the workspace. Click Create portal: it is made as a draft.
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Basics
The Title its people see is the heading on every page and in its emails; leave it blank to use your brand’s name. The Address ends in a random part, so nobody can find a client’s portal by guessing its name; you can change it. Choose the Language and the Time zone its days and times follow.
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What it shows
Choose Everything in this workspace, or Only what you pick: labels, and pages, uptime monitors, tests and datasets one by one. Then switch its pages on: Overview, Uptime, Changes, Tests, Data and Reports. Under Reports, tick the reports it lists: every copy you send them shows up there by itself.
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Brand
The portal uses your brand kit, the same one as Reports: your name, logo, colour, website and footer. A portal can have its own logo and colour instead, such as the client’s logo.
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Who can open it
Choose Only people you add (the default) or Anyone with the link, then switch on Published and click Save (⌘S, or Ctrl+S). Until it is published, nobody but you and your team can see it, with Preview.
The people it’s for
With Only people you add, add their email addresses under People, with Email them an invitation now ticked. Each gets an email with a link to the portal, sent in your brand’s name, with replies going to your brand kit’s reply-to address if it has one. To open it they enter their email address and get a 6-digit code, which works for 10 minutes; there is no password. They stay signed in for 30 days.
- Only people who got an invitation can sign in. Someone added without one shows Not invited yet, with an Invite button.
- Remove someone and they are signed out at once. Sign everyone out ends every session; people sign in again with a new code.
- The list shows when each person last opened the portal and how often.
With Anyone with the link, there is no sign-in: the portal opens for whoever has its long secret link. Share it only with the people it’s for. Replace link makes a new one; the old one stops working at once.
The page that asks for an email address shows your brand, and the portal’s title while Show the title before sign-in is on. Turn it off if the title names a client that strangers shouldn’t see.
A portal’s people are not users of your account. Someone who also has a Monity account still signs in to the portal with a code, like anyone else; being on a portal gives them nothing in your account, and their Monity account gives them nothing on the portal. A portal never shows which other portals the same email address can open.
What its people see
| Page | What it shows |
|---|---|
| Overview | Whether anything is down or failing now, the key numbers, uptime at a glance and the newest changes. |
| Uptime | Uptime day by day, per monitor, with the response time and every incident. |
| Changes | The changes found on the pages, described in words with a screenshot, and the pages you watch. |
| Tests | Whether each journey passes. The step that failed and its error show only when you turn on Show failure details on the Tests page. |
| Data | Your datasets and their newest rows. With People can download the data on, each has a CSV download. |
| Reports | The reports you sent them, each with its summary and its PDF. |
They choose the last 7, 30 or 90 days. The numbers are live: what they see is what Monity found, no more than 5 minutes old. Looking at a portal costs no credits, and no AI runs on it.
Preview
Preview opens the portal in a new tab as its people see it, for 15 minutes, with a thin line at the top that only you see. It works for a draft too, never publishes it, and isn’t counted in the views.
Its own domain
A portal’s address is on monity.ai until you give it one of yours, such as clients.yourcompany.com. Domains of your own are also set up when you ask: mention it when you ask for Portals, and Its own domain appears in the portal’s settings. Under Its own domain, type the address and click Use it, then add the CNAME record it shows where the domain is managed. Monity checks the record and sets up HTTPS by itself; Check DNS checks it now. Use a subdomain, not the main domain. An account can put up to 5 portals on domains of its own.
Limits
- Up to 50 portals per account, and 200 people per portal.
- An account sends up to 200 invitations a day. One person can be invited again after 10 minutes, and up to 5 times a day.
- Admins and editors make and change portals; viewers in the account can look at them and use Preview.
- If the Business plan ends, the portal stays at its address and says This portal is paused, with your brand and no data. It comes back with the plan.