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All things Admin

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. 🙌

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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 by another admin.

 

Note: To read more about how to add another admin to your account, check out this article.

 

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:

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The admin 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 how. 

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  • Account 

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

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In this tab, you can also choose your account home page to be any of your main dashboard. Note that this is only available for our Enterprise plans. 

 

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.

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  • Features

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

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Note: In addition to the above, Enterprise accounts have the option to disable "welcome" emails when users are invited to an account. 

 

  • 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. 

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  • User Profile

Customise 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, favourite pizza topping...

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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 also add a new Admin to your account from here by changing the relevant user's type to Admin as so:

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For more information about how to manage your users, check out this article. 

 

  • 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

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  • 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. 

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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 passpord policy for your team.

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Note:  Pro plans are able to use Google Authentication only. Enterprise plans are able to use all sign-in options. 

 

  • Audit

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

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Note:  This feature is available on the Enterprise plan only.

 

  • 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. 

 

Note:  This feature is available on the Enterprise plan only.

 

 

  • 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.

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Note:  This feature is available on the Enterprise plan only.

 

  •  Sessions
As an admin you have the ability to control the sessions for all account users. 
 
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Note:  This feature is available on the Enterprise plan only.

 

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.  

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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

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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.

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Note:  Account insights is available on the Enterprise plan only. The following tabs within "Usage stats", however, are available on all plan types.

 

  • Basic Stats

You are able to see a basic rundown of the activity in your monday.com account.  

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  • 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

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  • 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.

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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

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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.

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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.  

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Note:  This feature is available on the Enterprise plan only.

 

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

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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! 🙂