The administration section is where account admins manage everything from security settings and user management to billing and account customization. Let's dive in!
How to become an admin
First, let’s clarify who an admin is and how someone becomes one. You are automatically an admin if you created the account or were added as an admin by another admin on your account. Read more about how to add another admin to your account.
Locate 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. Let's review each section together. 👇
General
Profile
In the Profile tab, you can change the account name and URL. To learn more, read this article.
Account
You can 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 customize the homepage for everyone in your account by setting any main dashboard as the home page.
In this section, you can also export your entire account's data.
You can add or adjust work schedules for different teams based on their location, time off, and working hours. This ensures that your users' different work styles are accurately accounted for.
To create a work schedule, select "Work schedule", click "Add a schedule", and set your team's weekly workdays and hours. You can also designate regular days off and specific holidays or company-wide days off to accurately reflect team availability. Click next once again, assign a team to this schedule, and then you're good to go!
By default, only admins have the ability to add, edit, or assign work schedules. However, there are two account permissions that can be granted to non-admins for more flexibility:
"Edit schedules" permission allows members to create new schedules and edit all existing ones, including the default schedule. However, they cannot assign or change who is assigned to each schedule.
With "Assign users to schedules" permission, members can manage who is assigned to each schedule, including the default schedule, by adding or removing teams. Note that this permission is only effective if the "Edit schedules" permission has also been granted.
Customization
In the "Customization" tab of the admin section, you can personalize your account settings. Read this article to learn about everything within the Customization tab.
Directory
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 role" column, and also add a new Admin to your account from here by changing the relevant user's role.
For more information about how to manage users on your account, check out this article.
Departments
If your organization is split up into multiple departments, you can easily add the departments 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, leaving a board without an 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, giving the relevant person the ability to edit or delete the respective automations.
Security
Authentication
In this section, you can manage how your users sign up for 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 can also define which users need to log in with the chosen method and 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 any company dealing with protected health information (PHI) are required to be HIPAA-compliant. If you are one of those, you can set up the HIPAA compliance in this section. For more information, check out this article.
Advanced
If your team's login credentials have been compromised, activate Panic Mode to temporarily lock access to your monday.com account until it's safe.
Sessions
Admins can view detailed session information for all account members, including login location, IP address, and recent activity. If there are security concerns, admins can individually sign out members or log out all users at once directly from the Sessions log.
Claim domain
Connect your business domain with monday.com. Verifying ownership of the domain protects your business and allows you to block new accounts from being created with the same domain. Enter the domain you want to claim, verify the ownership, and you're all set!
Protect sensitive business information with Data Leak Prevention (DLP). DLP helps safeguard your data by scanning for predefined and custom rules across your monday.com account.
Click “Set up” to configure DLP and begin scanning your account. In the "Rules configuration" step, select from predefined DLP rules or create your own keyword-based rules by clicking “Add custom rule” at the end of the list. Next, move to "Notification recipients", where DLP admins can select one or more reviewers who will receive a daily summary of all DLP violations detected in the last 24 hours, both in-app and by email. When you are done, click “Save” to activate the scanning of your account:
Once set up, you'll see all detected violations across your account. Each entry includes the type of violation, the team member who uploaded the content, where it was found in the platform, and the time it was detected. When you click "Review" under the "Approval" column, you'll be able to view the flagged content along with the violation type. From there, you can choose to allow it, flag it as a false detection, delete it, or redact the content:
To help you manage scan results more efficiently, you can use the text field at the top of the dashboard to search for specific filenames or patterns. Results can be filtered by violation type (such as credit card, IBAN, or API key) and team member. You can also apply a date range to narrow down results based on when the activity occurred:
If you need to review the data outside of monday.com, the scan results can be exported as a CSV file. This format can be opened in tools like Excel and shared with external audit teams to support compliance efforts:
Please note:
- Custom keyword-based rules are limited to 50 keywords.
- DLP scans only newly added files (up to 20MB) and board updates.
- It can analyze text within uploaded PDFs, TXT, and DOCX files, as well as monday.com board updates.
- Scanning applies across the entire account, including private boards.
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Predefined rules are built using Microsoft Presidio regex patterns.
AI governance
The AI governance section gives admins one central place to manage and monitor AI across the account.
From the Credits tab, you can review credit consumption by feature and user, track usage trends over the current billing cycle, and download usage data for further analysis.
The Usage limits tab lets you set credit limits at the account, feature, and user levels to keep AI usage within budget.
Enterprise admins can use the AI permissions tab to control which account roles can access specific AI features and in which workspaces.
The Agent directory tab gives you a centralized view of all AI agents running across the account, including the ability to activate or deactivate them.
The Vibe apps tab lets you monitor Vibe app usage and adoption across your account.
To learn more, see AI Permissions and Governance.
Connections
This section contains automation connections, on-premise profiles, a company API token, and management of API tokens:
View recently created API tokens, search tokens by user, and revoke them as needed directly from the "Manage API tokens" tab. This gives you better visibility and control over token usage across the account, so you don't have to reach out to support.
If your team uses on-premise integrations, admins can also create shared connection configurations from the “On-premise profiles” tab. Once set up, team members who were granted access can select a profile when connecting an on-premise integration, without needing to share sensitive credentials.
To learn more about our API, read this article.
Billing
The billing section of your monday.com account allows you to easily manage all your billing and plan details. We have a full article about it that you can access right here.
In addition to changing your plan, you can also cancel your account in this section. You can read more here on how to cancel your account.
Usage 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. Read this article to learn about everything within the Usage stats tab.
Tidy Up
The Tidy up section summarizes all the active boards in 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 archiving, click right here.
Scheduled cleaning
Scheduled board cleaning is a way to automatically archive or delete boards that haven’t been edited in a while. It keeps your account tidy and supports your team’s data retention policies without the need for ongoing manual cleanup.
To create a new archival policy, open the "Scheduled cleaning section" and click "Create a new policy".
Choose whether to archive boards after a set period of inactivity (you can restore archived boards later) or delete them permanently.
In the "Policy Settings", choose how many months of inactivity should trigger archival or deletion. You can also turn on a 7-day grace period to delay the start of the policy after creating it, and choose to notify board owners 7 days before their boards are archived or deleted.
You can also exclude specific workspaces from the policy. Any boards in the selected workspaces will be left out of Scheduled cleaning and will not be automatically archived or deleted by that policy:
Board owners will receive an email notification so they can make any necessary changes to keep the board active if needed. Any edit (whether made by a user or an API action), such as renaming an item, changing ownership, or creating and deleting an item, resets the activity timer.
After clicking "Next", you’ll see a preview of the boards that meet the criteria:
Click "Next" again to review a summary of your settings and confirm the policy:
Once confirmed, the policy will appear under the "Policies" tab. The list of boards set for archival can be viewed in the "Schedule" tab.
If you need a record of which boards were archived or deleted by Scheduled cleaning, you can export an audit log from this page. Click "Export log to CSV" at the top right to download a CSV file of Scheduled cleaning actions.
Please note:
- Boards without owners cannot currently be archived.
- Notifications about scheduled archival are sent via email only.
- When a board is archived, data linkages like mirrored columns and connected dashboards are temporarily severed. If you unarchive the board, these connections are restored.
Content directory
The content directory section allows account admins to view and manage an account's contents at a high level.
Apps
The "Apps" section displays apps installed from the monday apps marketplace across your account. From here, you can uninstall apps or manage pending installations by approving or deleting them.
Permissions
Set up account permissions to control who can do what on your account. This type of permission allows you to easily manage who can use certain features. This article covers how to set up account permissions.
Cross account copier
Use this section to easily copy boards from one account to another. Read our step-by-step guide right here.
If you have any questions, please reach out to our team right here. We’re available 24/7 and happy to help.