Overview

Managing your account, setting the right permissions, and ensuring robust security are essential to maintaining data integrity and collaboration in monday.com. Whether you’re an admin overseeing a large team or a user managing your own workspace, this guide will walk you through everything you need to know about accounts, roles, and security best practices in monday.com.

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👤 Account Types in monday.com

There are several types of users in monday.com, each with different levels of access:

User Type	Description
Admin	Full access to workspace settings, billing, user management, and permissions.
Member	Standard team user. Can be assigned tasks and collaborate on most boards.
Viewer	Read-only access to boards. Cannot edit or create content.
Guest	External collaborator with limited access to shareable boards only.

🔧 Only Admins can manage user roles and permissions across the workspace.

🛠 Managing Permissions

Permissions can be controlled at several levels:

🔸 1. Board Permissions

Control who can view, edit, or manage a specific board.

Options:

• Edit Everything – Anyone can edit board structure and items
• Edit Content Only – Board structure is locked; users can only update item data
• View Only – Board is read-only
• Custom – Advanced control over who can add/delete/edit specific items

🔸 2. Column Permissions

Hide or lock specific columns to prevent changes.

Example use cases:

• Lock a Budget column so only finance can edit it
• Hide a Feedback column from clients

🔸 3. Item Permissions

Restrict who can view or edit individual items on a board. Great for:

• HR processes
• Sensitive client data
• Team-specific tasks

🛡 Tip: Use permissions + automations for secure, scalable workflows.

🔐 Workspace Security Features

monday.com offers a range of built-in security tools to protect your data.

✅ Key Security Features:

Feature	Description
Two-Factor Authentication (2FA)	Adds an extra layer of login protection
SSO (Single Sign-On)	Available on Pro & Enterprise plans for secure login via identity providers
Audit Logs	Track user actions for accountability (Enterprise only)
IP Restrictions	Limit access to your account from specific IP addresses (Enterprise only)
Session Management	Admins can force logouts or see active sessions (Enterprise only)

🔒 Best Practices for Account and Security Management

Best Practice	Why It Matters
Enable 2FA for all users	Adds strong login protection
Review board permissions regularly	Prevents data exposure
Use viewer access for stakeholders	Limits unnecessary edits
Remove inactive users	Reduces security risks
Train users on security hygiene	Avoids accidental leaks or misuse

🧠 Security is a shared responsibility—admins should educate users as well as enforce settings.

👨‍💼 Admin Controls and Account Settings

Admins can access powerful controls by going to:

Profile (bottom left) → Admin → [Select a Tab]

Admin Capabilities:

• Invite or remove users
• Assign user types (Member, Viewer, Guest)
• Control billing and subscription
• Set password requirements (Enterprise)
• View usage stats and audit logs

📌 Only Admins see the Admin Panel. Regular users do not

📚 FAQs

How do I change someone from a guest to a member?
Admins can do this in the Admin > Users panel. Just edit their role.

Can guests access dashboards?
Only if the dashboard includes shareable boards that they have access to.

Are permissions board-specific or global?
Permissions are set per board. You can also manage column and item permissions for more granularity.

Can I export a list of users and their roles?
Yes. Admins can export user data from the Users tab in the Admin Panel.

What if a user leaves the company?
Admins should deactivate or remove the user account immediately to protect data.