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 be able to access the Administration page on monday.com, you will need to confirm your account via the confirmation email that was sent to you upon registration. Once confirmed, you will have access to the linked monday.com account, and therefore the Administration section.
Access the Administration page
The Administration section of your WorkCanvas account is where admins of the account can manage account settings. To access the Administration page, click on your profile icon in the top right-hand corner of your homepage, and select "Settings". You will be taken directly to your Administration page.
Invite users to the account
As an admin of the account, 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 users email address in the window that appears.
The default monday.com setting, which applies to your WorkCanvas account, is that only admins can invite new users from any email domain. However, the authorized domain setting allows you to define a specific email domain that all users must have in order to join the account.
This setting can be changed to ensure that only users with a specific, authorized email domain can join your account and that non-admins can also invite users to the account which have this email domain.
To access this setting, go to the "Security" tab on the left-hand side of your Administration page. 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".
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 below error message.
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.
Cancel your WorkCanvas account
As an admin of the account, you can cancel your account at any time during your paid subscription. From within your Administration page, select the "Billing" tab on the left-hand panel. Click on "Cancel my account" at the bottom right-hand corner of your screen.
You will see a message asking you to select your reason for canceling. To continue, choose a reason. You are welcome to provide some details, but you aren't required to provide details in order to proceed with cancelation. Once you have selected a reason, click "Cancel plan".
You will now see a screen informing you that you will no longer be able to access your account data. If you want to proceed, click "Close Account".
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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