How do I change permissions on monday.com? (+5 permission types)

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Page last updated: 2/09/2022

In this article, we shall discuss how you can change permissions in monday.com. We shall also look at the different types of permissions that are present in this platform. In addition to these, we will be discussing some of the benefits of using monday.com for your teams. monday.com can help teams work efficiently and also very securely together.

How do I change permissions on monday.com?

The most common type of permissions in monday.com is the board permissions. To set up your board permissions, you can follow the steps given below:

  • You will need to pick your board owners in order to set up the permissions. Other than the creator of the board who will be the default owner, you can also allow other users to become the owners of the board.
  • To do this, you will need to click on the ‘Invite’ option. You will find it located at the upper right part of your board.
How do I change permissions on monday.com? (+5 permission types)

Picture credit: monday.com

  • At the right of the user’s name, click on the grey crown to make them a board owner. Once the crown has turned blue, it means that they are the owner of the board now.
  • Now you can set up permissions. For this, you will need to click on the three dot menu on the upper right corner of your board.
  • From the drop down menu, you will need to select the ‘Board permissions’ option.
  • This will direct you to the Permissions center from where you can select the permissions that you want to add to your board. These can be Board editing permissions and also Item viewing permissions.

Permission types in monday.com

monday.com has mainly five different types of permissions that users can set up. These different permission types are described in this section.

Account permissions

Through these permissions, the account admin can allow certain team members to use certain features and restrict others from using them. They can manage which team members are allowed to upload files to the workspace or boards. They can also control who gets to create the different types of boards and also set up integrations and automations for tasks and assignments.

Board permissions

These permissions, as seen in the previous section, are quite easy to set up. These permissions dictate who gets to see the content on your board and also who can edit what. Through the three dot menu located at the top right corner of the board, admins can create restrictions for editing everything, or editing only content or editing by assigned team members.

Column permissions

These permissions are important as teams work with sensitive or confidential information which everybody should not have access to. Users can find these column permissions by clicking on the right pointing arrow next to the title of the column. In the menu that drops down, you can easily restrict column editing and also viewing.

Dashboard permissions

These will restrict users from viewing the information provided by the dashboard. Users can opt to do this through two different ways, either through setting the dashboard type or by managing the dashboard owners. If the dashboard type is set to private, it becomes restricted to all other team members. Permissions can also be changed by making a particular user the owner.

Workspace permissions

These can only be performed on Enterprise accounts. Through the workspace permissions, actions done in the board such as creating new boards, editing boards, creating dashboards and also setting up automations can be easily set up. Users can easily find the ‘Permissions’ tab on the left side of the page and customize the permissions according to their needs.

Benefits of monday.com for teams

Using a robust and engaging project management platform like monday.com practically benefits everybody, particularly teams. Let’s look at some of the benefits of monday.com for teams.

It makes work fun

The interface of monday.com is very user-friendly. This means even newcomers to the team can get the hang of it easily and quickly. The platform has been constructed with bright and vibrant colors, keeping in mind that teams require a fun and positive environment to work in.

It improves collaboration

There is better collaboration among team members through the use of monday.com. This is because the platform encourages communication and collaboration through different means and measures. Team members can easily tag each other, interact through board comments and also mention each other in the updates section.

Workloads can be lessened

Teams are always looking for ways to lessen their workloads. While their projects might be creative and interesting, there are plenty of mundane and boring tasks that come with it. Through the automation features available in monday.com, teams can worry less about these tedious tasks as the platform takes care of it for them.

Everyone is on the same page

For projects to be successfully implemented, team members need to be on the same page at all times. This means teams need to clearly understand the project and be aware of the updates and changes. All this and more can be done through the project management features of monday,com like the Gantt view, task dependencies and also through useful integrations.

Conclusion

In this article, we have discussed how you can change permissions in monday.com. We have also looked at the different types of permissions that are present in this platform. In addition to these, we have discussed some of the benefits of using monday.com for your teams.

If you like this article, please post your comments and questions below.

Citations

https://support.monday.com/hc/en-us/articles/360019222479-Permissions-on-monday-com-

https://support.monday.com/hc/en-us/articles/115005315809-Board-Permissions

https://support.monday.com/hc/en-us/sections/360003429019-Roles-and-Permissions

https://support.monday.com/hc/en-us/articles/360003457320-How-to-set-up-account-permissions

https://www.trustradius.com/products/monday/reviews?qs=pros-and-cons

https://www.truenxus.com/blog/monday-com-review-alternative

https://www.getapp.com/collaboration-software/a/monday-com/reviews/