User types explained

 

 

This article covers the difference between each type of user in your monday.com account. Keep reading to learn more. 👇

 

Admins

To explain it simply, an admin is kind of like a "super user," who has the ability to oversee the entire account, managing everything from users and boards to security and billing. This allows one team member (or more if you choose) to manage their team effectively and securely. Check out this article to learn more about what an admin is and how to add one. 

 

Team members

Team members are your teammates or employees in your department or organization with whom you work every day! They can see all information on Main boards and can be invited to collaborate easily on both Shared and Private boards.

There are two types of team members: members and viewers. Continue reading to learn about what Members and Viewers mean!

 

Members

A member is a type of team member who has editing access to boards on an account. Furthermore, a member can do the following (as well as the admin, of course):

  • Create and edit a board
  • Create and edit items
  • Create and edit folders
  • Invite other members inside a board and item
  • Viewing capabilities of all main boards
  • Be invited to shareable or private boards
  • Edit their profile
  • Communicate and add attachments
  • Create apps in The Developer Center
  • View apps that they are a collaborator on

The number of members you can invite to your account depends on the plan you have purchased. For example, if you are on the Standard plan for 10 users, you can invite up to 10 members. For more information about the pricing, check this out

 

Viewers

Viewers are another type of user that you can invite to your monday.com account. Exactly like team members, they have access to the main board section and to the Shareable or Private boards you decide to share with them. The difference is that they are only able to view boards, with no editing rights whatsoever. 

 

A viewer can:

  • View all the Main boards from any open workspace on the account (and any private workspace that they are added to) 
  • Open an item and read the updates
  • Search or filter within a board
  • Be invited to the shareable or private boards
  • Edit their profile section
  • Invite new viewers (unless the admin blocks this setting). 
  • Open the board views 
  • Be assigned to a item
  • Be added to a team 
  • View and customize information in My Work
  • Export boards to Excel

 

A viewer cannot:

  • Create/delete a new board
  • Make any changes to any content on a board
  • Make any changes to the structure of a board
  • Edit information in My Work
  • Change any setting of the board
  • Add updates to a item or like an update posted by someone else
  • Subscribe themselves and others to an item/board
  • Be assigned as owner of a board
  • Invite a guest to a shareable board
  • Create a team
  • Use the monday platform API
  • Create or view apps in The Developer Center

 

How many viewers can I invite to my account?

You can invite an unlimited number of viewers regardless of the plan you have purchased. Viewers will not count towards your billing. Viewers can invite other viewers to see the account unless the account admin restricts this setting.  

 

Guests

A Guest is a user who is external to your organization and to your affiliates, subsidiaries, and any other related entity. Examples of Guests are clients, vendors, freelancers, external consultants, etc.

A Guest must have an email domain different from the email domains associated with your organization, affiliates, subsidiaries, and any other related entity. They can only be invited to Shareable Boards. They will NOT be able to view information on Main or Private Boards. This amazing feature helps you collaborate safely with external people while maintaining the security of the information stored on Main and Private Boards.

Note: Adding Guests to a Shareable board is available for users of the Standard plan and above. The Standard plan limits the number of guests. You can invite up to 3 guests for free. The fourth guest will count as a billed team member. This means that if you go for the Standard plan, 5 seats, you can invite a total of 5 team members and 3 guests.

 

Tip: To learn more about what guests can do on your account, check out this article.

 

Product non-member

A Product non-member is a user who has an allocated seat on one of the products on the account, but not on all products. The product non-member has viewer capabilities in all other products in the account, can filter boards (but not save them as a new view), and can write and like updates in these products. A user can only be a Product non-member if they are a member of at least one product in the account.

 

Custom roles

Note: The custom roles feature described below is only available on the Enterprise plan.

 

With custom roles, Enterprise admins can create unique, account-level roles according to a team member's job title, department, or any other suitable definition and then assign specific permissions for that role. This feature was built to simplify effective account governance while giving the proper amount of freedom to employees within their domain.

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Once a custom role has been created, it can then be assigned to any team member on your account through the user management section!

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Subscribers

Subscribers are admins, team members, and guests who are "following" or subscribed to a board. Each time someone posts an update on a board, it will appear in the inbox of every subscriber. To learn more about it, check out this article.

 

Board owners

board owner is either:

  • The person who created the board
  • Any subscribers of the board that the board creator has chosen to be co-owners of the board. 

Board ownership is an important feature when setting restrictions on boards, such as making them read-only for non-owners using board permissions

Note: Board owners can only be admins or members. Guests and viewers cannot be granted ownership of a board. 

 

 

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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