FAQ & troubleshooting
Quick answers to the questions we hear most.
FAQ & troubleshooting
Does my client need an account for the portal?
No. Anyone with the portal link can view what you’ve shared, with no account and no password. To participate (approve deliverables, answer requests, join messages), invite them by email from the client’s Client Portal tab; they get their own way in, still without a password to manage.
Can I control which portal link works?
Each client has one private portal link, shown on their Client Portal tab. Treat it like any private link. You control entirely what appears behind it, per project.
Can I run more than one business in MonoDesk?
Yes. Teams are separate workspaces. Create another with New team under Settings → Team and switch between them there.
Where do I change my business name and logo?
Settings → Branding. It’s what your clients see across portals, proposals and invoices, so it’s worth setting up before you share your first portal.
Something’s not working
Check Settings → Support, or email support@monodesk.com. Replies come from a human.
Last updated September 8, 2026