WorkCanvas account administration

 

 

Admins on the WorkCanvas account are members with extended rights to manage the account, including user management and deletion of the account 👑

All WorkCanvas administration settings are managed via the monday.com Administration section. If you have an existing monday.com account, WorkCanvas will be automatically linked to that account. However, if your WorkCanvas account is independent of a monday.com account, then a Free Plan monday.com account will be created for you to enable administration services.

 

Starting from a new account 

To begin your WorkCanvas journey and access the Administration page on monday.com, you will need to confirm your account via the confirmation email sent to you upon registration. Once confirmed, you will have access to the linked monday.com account and, therefore, the Administration section. 

WC- Confirm email address.png

 

Note: To cancel your WorkCanvas account, you must downgrade your subscription to the free plan. For further information on downgrading your subscription, read our article on WorkCanvas activation, billing, and pricing

 

Access the Administration page

The Administration section of your WorkCanvas account is where admins can manage account settings. To access the Administration page, click on your profile icon at the top right-hand corner of your homepage and select "Settings." You will be taken directly to your Administration page. 

WC- Access Account Settings Final.png

 

Invite users to the account

As an admin, you can invite new users to the account either through the Administration section or via your WorkCanvas home page. To invite new members via the Administration section, in the "Users" tab, select the blue "Invite" button in the top right-hand corner of the page. Enter the new user's email address in the window that appears.

WC- Add new user via Admin section.gif

 

Note: For information on how to add a user to your WorkCanvas account, read our article on WorkCanvas user management.

 

By default, only admins can invite users from any email domain. With the Authorized Domain setting, you can restrict access so that only users with a specific email domain can join, and allow non-admins to invite users with that domain.

To enable this, go to the "Security" tab, click on the dropdown arrow next to "Email & password", and select the box next to "Enable the Authorized Domain". Lastly, type in the domain you wish to authorize in the text box next to "@", and select "Save changes".

WC- Authorized domain.png

If a member or viewer tries to invite someone to the WorkCanvas account who does not have the authorized email domain, they will receive the error message below.

WC- Failed Invite Final.png

 

Note: If the account owner signed up for WorkCanvas with a specific domain address (e.g., @monday.com) and not a Gmail or Outlook address, the default setting is that all members will be able to add new users with that same domain address.

 

Manage Users on the account

From within the "Users" tab on the left-hand panel of the Administration page, admins can see all users on their account, manage their roles, and deactivate users. 

WC Admin page-Users 1.png

 

Note: For more information on user types, read our article on WorkCanvas user types explained.  

 

 

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

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