Let's talk about the Admin section! This section is the place to go for the admin(s) of an account to manage anything from security settings, users on the account, account customization, billing, and more. 🙌
How to become an admin
Before anything, let’s first clarify how someone is or becomes an admin. You are an automatically an admin if you created the account or were added as an admin by another administrator on your account.
Locating the admin section
You can find the Admin section by clicking on your profile picture in the bottom left corner. From the resulting menu, select "Admin" as so:
The admin section consists of multiple sections within it. Let's check out how each section works. 👇
You are able to change your account name and the URL you use to log in to your account. Check out this article to learn more about it.
You can also change the first day of the work week to Sunday or Monday and decide to show or hide weekends within the Timeline. Selecting "Hide Weekends" here will grey out the weekends displayed within your Timeline Column and will only allow you to select dates within the work week.
You can also choose to export your entire account's data from this section as well.
You are able to change the logo on the top right-hand corner to your own logo. You can also change the e-mail header. The email header is the logo that will appear for the e-mail notifications. This article explains how to change your logo and branding.
You can also enable or disable the GIFs from this section. You can also enable or disable link and file preview.
You can create default status labels for your monday.com account. This is useful to stay aligned and keeping the same statuses across your boards. To learn how to create default labels, check out this article.
- User Profile
Customize the fields that your teammates will be required to fill in on their profiles. You can flag the fields that you want to appear in their contact list title. It can be anything you want: title, floor, location, favorite pizza topping, and more!
This is the place where you can manage all the users of your monday.com account. Whether you want to see the list of active users, deactivate a user or more, this section has got you covered! You can also add a new Admin to your account from here by changing the relevant user's type to Admin as so:
For more information about how to manage your users, check out this article.
- Board Ownership
- Automations Ownership
From this tab, you can transfer the ownership of automations from one person to another to provide the relevant person with the ability to edit or delete the respective automations.
In this section, you are able to manage how your users sign up to and log into your monday.com account. To learn more about restricting who can add new users and join your account, check this out. Regarding log in, we currently offer Two Factor Authentication, Google Authentication and SAML. You are also able to define which users need to login with the chosen method as well as the password policy for your team.
The audit log will give you a detailed report of who logged in last, the IP address, the browser and the OS used.
Organizations such as hospitals, doctors' offices, health plans or just any company dealing with protected health information (PHI) are required to be HIPAA-compliant. If you are one of those, you can unlock the HIPAA compliance in this section. For more information, check out this article.
Have your team's login credentials been compromised? You can activate Panic Mode to make sure no one can access your monday.com account until the threat is over.
In this section you will find your personal API token as well a company API token. To learn more about our API, check out this article.
All your billing and plan details can be managed easily in the billing section of your monday.com account. We have a full article about it that you can access right here.
In addition to changing your plan, you can also freeze or cancel your account in this section. You can read more here on how to freeze or cancel your account.
In the "Usage stats" tab of the admin section, you can explore and analyze the different ways that your account is being used by its members.
The insights tab provides you with robust statistics, analytics and insights into your monday.com account usage. You can read all about how account insights works in this article.
- Basic Stats
You are able to see a basic rundown of the activity in your monday.com account.
- Storage Stats
You are also able to see a breakdown of the storage used within your account. Each plan comes with a different storage. You can see the difference in our plans right here.
- Advanced Stats
Our amazing stats page shows usage stats of the past month in some interesting categories such as your top boards, top creators or top communicators.
The tidy up section is a summary of all the active boards you currently have within your account. You can archive them from there. You can also access all the archived boards by clicking on "archived boards". To learn more about it click right here.
Available on the Enterprise plan, the content directory section provides account admins with the ability to view and manage the contents of an account at a high-level.
In the "Apps" section, you can see any Apps installed from the monday apps marketplace across the account. You can also choose to uninstall any downloaded apps from here if you wish.
Keep control of who can do what on your account by setting up account permissions. This type of permission allows you to manage easily who can use certain features. This article covers how to set up account permissions.
Cross account copier
In this section, you will be able to copy boards from one account to another in a very easy way! We have written a step by step guide about it right here.
We hope you found this article useful! If you have any questions, please reach out to our team by using our contact form. We're available 24/7 and happy to help!