This article covers the difference between each level of user in your monday.com account. Keep reading to learn more. 👇
What is an admin?
To explain it simply, an admin is kind of like a super user with some cool super monday.com powers. But really, the admin has the ability to oversee the entire account; managing everything from users and boards to security and billing. This allows for one team member (or more if you choose) to manage his/her team effectively and securely. Check out this article to learn more about what is an admin and how to add one.
What are team members?
Team members are your teammates or employees in your department or organization whom you work with everyday! They can see all information on Main Boards, and can be invited to collaborate easily on both shareable and private boards.
There are two types of team members: members and viewers.
What are members?
A member is a type of team member that has editing access. Keep reading to learn more about what members can do:
What can a member do?
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 his profile
- Communicate and add attachments
How many members can I invite in my account?
The amount of members you can invite depends on the plan you have purchased. For example, if you are on the Standard plan 10 users, this means you can invite up to 10 members. For more information about the pricing, check out this article.
What are 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.
What can a viewer do?
Unlike team members, viewers can only view the information. They are not able to edit anything besides their profile.
A viewer can:
- View all the boards of the main board section
- Open a 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
- Subscribe themselves and others to an item/ board
- 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
- Change any setting of the board
- Add updates to a item or like an update posted by someone else
- Be assigned as owner of a board
- invite a guest to a shareable board
- Create a team
This is what a viewer profile looks like:
Note the message in the top right hand side which explains that the viewer "can view only".
How many viewers can I invite in my account?
You can invite an unlimited amount of viewers regardless the plan you have purchased. Viewers will not count towards your billing. Viewers can themselves invite other viewers to see the account unless the admin of the account restricts this setting.
What are guests users?
Guest users are external to your team, such as a vendor, client, freelancer or outside consultant.
Guest users must have an email domain that is different from the email domains associated with your company. Guests can only be invited to Shareable Boards and as such, will function as members on Shareable boards. They will NOT be able to view information on Main or Private Boards. This amazing feature helps you to collaborate safely with people who are external to your team, while maintaining the security of the information stored on Main and Private Boards.
To learn more about what guests can do on your account, check out this article.
What are subscribers?
Subscribers are admins, team members and guests that are following a board. Each time someone posts an update on a board, it will appear in the inbox of every subscriber of that board. To learn more about it, check out this article.
What are board owners?
A board owner is either:
- The person who created the board;
- Any subscribers of the board which the board creator has chosen to be co-owners of the board.
Board ownership is an important feature when setting restrictions on boards, like making them read only for non-owners. This can be done through the Board Permissions button, found in the Hamburger Icon Menu. You can read more about how to set board permissions here.
If you have any questions about this or what's in this article, feel free to reach out to our customer success team at [email protected]