Let's talk about the Admin section!
Before anything, let’s first clarify how someone is or becomes an Admin. You are an Admin if you created the account or were added by another admin. You can find the Admin section in your Avatar located on the bottom left of your screen.
The admin section consists of multiple section. Let's check 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 how.
You can also change the first day of the work week to Sunday or Monday and show/hide weekends within the timeline. Check out this article for more info about it. 📆You can export your entire account data from that tab 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.
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.
In this section you can see all of your team members and guests, including everyone that has been deactivated. From here, you have the ability to deactivate, activate or change a team member into a guest.
Activated Users – all team members and guests on your account that have been invited and successfully activated.
Team members – Team members can see and edit all information on main boards, and can be invited to collaborate easily on both Shareable and Private Boards. In other words, main users are your teammates or employees in your department or organization with whom you work with every day!
Guests – Guest users are users that are external to your team, such as a vendor, client, freelancer or outside consultant. Guests can only be invited to a Shareable Board/s and as such, will NOT be able to view information on Main or Private Boards. Guests must be invited one board at a time to boards in the Shareable area and will be limited to what they can see and do in your account. This amazing feature helps you to collaborate safely with guests while maintaining the security of the information stored on Main and Private Boards.
Deactivated – all team members or guests that have been deactivated from your account
Pending – Team members or guests that have been invited to the account but have not yet activated their invitation or created their login.
To view your plan and number of included team members and guests – see Billed Users under Admin > Billing.
Add or remove your admins from this section.
Did someone leave your account and a board is left without owner? From this section you can assign a new owner to a board.
In this section, you are able to manage how your users sign into your monday.com account. You are also able to choose who is able to invite new users to your monday.com account; either Admins only or everyone.
This section gives you your personal API token as well a company API token.
To learn more about the API, feel free to check out this page.
You are able to see which plan you are on, how much time remains within your account, and the breakdown of billed users, team members, and guests. You are also able to change your billing details here as well as view your invoices.
You are able to see a basic rundown of the activity in your monday.com account.
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.
Our amazing stats page shows usage stats of the past month in some interesting categories:
What are the most trending boards
Showing the number of items and Updates created this month.
Who are the top communicators, and top creators
A weekly drill down that reflect the changes from the last 4 weeks in terms of updates/items and groups
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.
If you get stuck or have any more questions, please feel free to email us at [email protected]