Let's talk about the administration 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 administration section

You can find the administration section by clicking on your profile picture in the top right corner of your screen. From the resulting menu, select "Administration" as so:

 

The administration section consists of multiple sections within it. Let's check out how each section works. 👇

 

General

• Profile

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.

 

• Account 

You can also change the first day of the work week by selecting your weekend to either "Friday- Saturday" or "Saturday- Sunday", 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. 

 

• Work Schedule 

As the admin, you can add or adjust work schedules for different teams based on their location, time off and working hours. This ensures that the different ways your users work, will be accurately accounted for. 

To do this, start by selecting "Work schedule" and "Add a schedule" and choosing your team's weekly workdays and hours. Within the work schedule, you can select your days off, you can select specific days within the year as exceptional days off, whether it may be a public holiday or a company day off, so that you can make sure the relevant people will not be scheduled as working for those days. Click next once again, assign a team to this schedule, and then you're good to go!

 

 

 

Customization

• Branding

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.

 

• Features

You can also enable or disable the GIFs from this section. You can also enable or disable link and file preview. 

 

• Boards

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!

 

• User notifications

Through the "User notifications" tab, you can customize the default email notification settings that are in place for each new user added to an account. All you need to do is select any email notifications that you'd like every new user to receive by default, or de-select any email notification settings that you prefer any new user not to receive!

 

Users

• Users

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 see who the admins of the account are, under the "User type" column, and 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 users on your account, check out this article. 

 

• Departments

If your organization is split up into multiple different departments, you can easily add the departments that you have within your company from the "Departments" tab and then assign each user to the relevant one through the user management section! 

 

• Board Ownership

Did someone leave your account and a board is left without a board owner? From this section you can assign a new owner to a board. You can read all about it right here. 

 

• 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. 

 

Security

• Login

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.

 

 

• Audit

The audit log will give you a detailed report of who logged in last, the IP address, the browser and the OS used. 

 

• Compliance

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. 

 

• Advanced

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.

 

•  Sessions

 

API Token

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. 

 

Billing

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.

 

Stats

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. 

• Insights

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.

 

• 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. 

  

• Automation Stats
  

Our automations stats page shows usage stats of the past month in terms of automation use. You can see how many actions were used out of the total available to be used, active automations, creators, boards, and active workflows.

• Integrations Stats
  

Our integrations stats page shows usage stats of the past month in terms of integration use. You can see how many actions were used out of the total available to be used, active integrations, creators, boards, and active workflows.

• 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.

 

Tidy Up

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. 

 

Content directory

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.

 

Apps

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. In the "Pending installs" section, you can see which apps have not finished installing yet and approve their completion or delete them as you choose.

 

Permissions

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. 

 

 

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