Permissions and restrictions | monday.com tutorials
Understanding Permissions on monday.com
In this video, we will learn about the different levels of permissions available on monday.com. We will explore how to control who can view or edit data and how to customize specific permissions for each user type.
Board Permissions
- On monday.com, you have complete control over who can view or edit data.
- Board owners can dictate what information can be viewed and edited on a board.
- Find the board permissions settings from the menu.
- Viewing permissions allow you to adjust who can see data on your board.
- Editing permissions allow you to control who can edit the board's data.
- With each selected option, the summary breaks down what can be changed by non-owners.
Column Permissions
- Using column permissions, sensitive data can be hidden from all board members and shared only with those specified.
- Only those specified are able to see the salary column itself.
Dashboard Permissions
- There are two types of dashboards: main (visible to everyone in the account), and private (visible only to those invited).
- Only dashboard owners can change the contents inside.
- Members can be added from the share menu and ownership toggled by clicking the crown.
Workdoc Permissions
- Similar settings exist for workdocs.
- Editing permissions are controlled from the share menu here.
- Toggling ownership for members ties into editing permissions below.
Workspace Permissions
- Enterprise accounts can switch an entire workspace to closed, restricting access for a group of boards and dashboards in one fell swoop.
- Workspace permissions allow enterprise customers to control all actions in a given workspace.
Account Permissions
- Enterprise customers can find the account permissions within the administration tab from the avatar menu.
- With account permissions, customize the specific permissions you want each user type to have.
- Custom roles can be created on monday.com by picking an existing role to inherit permissions from and then customizing them to suit the job.
- From there, navigate to the user management section and simply select the role from the dropdown.
Conclusion
- In this video, we learned about different levels of permissions available on monday.com. We explored how to control who can view or edit data and how to customize specific permissions for each user type.