Board permissions

 

 

Board permissions on monday.com let board owners decide who can view or change content on a specific board, including items, columns, and structure. This article explains the available permission sets and how to review what each set allows in the permissions center.

Note: Using monday.com Enterprise? For role-based controls and granular permission settings, see Board permissions on Enterprise.

 

Pick your board owners

Before you set board permissions, decide who will be the board owner(s). By default, the creator of the board is the first owner. To add more owners, select the Invite icon in the upper-right corner of your board:Group 29 (7).png

 

In the invite list, select the gray crown next to a person’s name; it turns blue to indicate ownership. Owners bypass board permissions.

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Locate the board permissions

1 Click on the three-dot menu in the upper-right corner of your board.

2 Select Permissions.

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This opens the permissions center, where you can choose a permission set for your board:

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Note: When you duplicate a board, its board permissions are also duplicated.

 

After you enable board permissions, you can also open the board header (the dropdown arrow next to the board name) to view the current permissions on this board and select View permissions settings to reach the permissions center.

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Permission sets

When it comes to setting up board permissions, you can choose one of four permission sets:

Permission sets
  • Edit everything: Non-owners can view and edit board content and structure.
  • Only edit content: Non-owners can view and edit content but not structure (columns, groups, or views).
  • Only edit assigned items: Non-owners can view the board and edit only items and subitems assigned to them. (Available on the Pro plan and above.)
  • View and comment: Non-owners can view items and post updates and replies without changing item fields or structure.

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Permission sets range from wide open to highly restrictive and apply to everyone except the board owners. 

Note: Only board owners can set board permissions. That means that non-owners can only view these permissions, but not change them. 

 

Permission categories

After you choose a permission set, review how it affects each part of the board. Use the categories across the top of the permissions center to confirm what’s allowed for your selected set: Items, Subitems, General, Updates, Columns, Groups, Views, Forms.

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In each category, you’ll see a breakdown of actions that are available and those that are not, based on the chosen set. When you finish, select Save. A summary window appears so you can review changes category by category before confirming. Select Save again to apply:

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Note: When a person tries to view or edit something, their account role, workspace role, and board permissions are all considered. The strictest rule applies.

 

View your own permissions

Non-owners can open the permissions center on any board they can access to understand which actions are allowed or restricted and why:

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Board owners can select See your own permissions at the top of the permissions center to review how account, product, and workspace settings interact with the board’s permissions:

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The strictest rule applies, so this view helps explain why something might be blocked and speeds up troubleshooting.

 

Edit only assigned items 

Note: This feature is available only on the Pro plan and above.

 

If you want collaborators to edit only the items they’re assigned to, open Permissions, choose Only edit assigned items, then select Customize next to Edit items. 

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From there, pick the People Column that defines the assignment. Select Done, then Save to apply.

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Tip: Want to master board permissions and more? Take our self-paced monday academy course and earn a badge when you complete it! It’s a great way to sharpen your skills and showcase your achievements.⚡

 

 

 

If you have any questions, please reach out to our team right here. We’re available 24/7 and happy to help.

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