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. Let's check out how each section works. 👇
General
- Profile
Here, 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.
Customize the homepage for everyone in your account by setting any main dashboard as the home page. You can also export your entire account's data in this section.
As an admin, 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.
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 to work on those days. 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 type to Admin:
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
- 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 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
As an admin, you can view details about the sessions for all account users, such as where they logged in from, the IP address, last usage date, and more. In the event that there are any security concerns with a user or a user's session, the admin can sign out account members right from the Sessions Log. Additionally, from this section, the admin can also select Log out all account users on the top right of the screen to instantly log out everyone from your account.
- 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), available for Guardian add-on customers. 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. Select from predefined DLP rules or create your own keyword-based rules by clicking on "Add custom rule" at the end of the list. When done, click "Save" to activate the scanning of your account:
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.
- Predefined rules are built using Microsoft Presidio regex patterns.
Connections
This section contains your personal API token and a company API token. 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.
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.