Mastering Access Control in Monday.com: A Comprehensive Guide

Overview of Monday.com Access Levels

Monday.com offers various access levels to ensure proper control and security within your workspace. The two primary access levels are:

• Viewer Access: This read-only permission allows users to view content without making any changes.

• Editor Access: Users with this permission can both view and modify content within the workspace.

These access levels help teams maintain data integrity while allowing collaboration based on each user's role and responsibilities.

Managing User Permissions as an Administrator

As an administrator in Monday.com, you have the power to control user access effectively:

• Invite users to a workspace by sending them an invitation.

• Set permission levels for each user based on their role and needs.

It's important to note that the specific permission settings available may depend on your account type. Some granular permissions might require an account upgrade to access advanced features.

Workspace-wide Permission Settings

In certain setups, Monday.com allows for workspace-wide permissions. This feature enables administrators to grant uniform access rights to all users with a specific email domain. This can be particularly useful for larger organizations or departments that require consistent access levels across teams.

How to Request Access to a Monday.com Workspace or Board

If you need access to Monday.com, there are two common scenarios:

Access to your company Monday.com workspace

1. Contact your organization's IT support or internal admin and request an invite to your company Monday.com workspace.

2. Once you receive the invitation email, follow the link in the invitation to create or activate your account and sign in with your work credentials.

Access to a specific Monday.com board

1. Ask the person or team who needs you on the board (typically the board owner or requester) to send you an invite.

2. After you receive the invite, accept it and sign in to Monday.com.

3. Once you have accepted the invite, the requester or board owner can assign you to the specific board you need.

4. If you do not receive an invite, follow up with the person who requested your access or your internal admin to have one sent.

When requesting access, it can help to provide your administrator with the following information:

• The specific workspace or board you need access to

• Names of the users requiring access

• The level of access needed (read-only or edit permissions)