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How to Manage Users on Your Account

Note: Before you start reading, you must be an admin of the account to perform the actions mentioned in this article. 

 

As a monday.com admin, the ability to quickly and easily manage the users on your account is crucial to ensure that you are on track to keeping your account organized and functioning at its best. For this reason, the user tab in the admin section of your account has recently been revamped with a brand new user management section!

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This article will cover everything you need to know about managing account users from:

Read on to learn all about it. 🙌

 

How to locate the user management section

To access the new user management section, first click on your avatar in the bottom left corner of your screen and select "admin". From the admin section of your account, click on "users" on the left side.

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Voila! This will take you to our brand new user management section where you'll be able to perform all the actions mentioned below in this article. 🌟

 

Filtering the users displayed

Whether you are looking to manage the details of a certain user, to show only guests, to display a list of users that are pending or more, you may want to filter the users shown on the user management section. This will be especially important the more users that you have on your account! To filter the user management section, either type out the name of a user in the search bar, select their user type and/or status as so:

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How to deactivate a user

To deactivate a user on your account, locate the desired user and press on the three-dot menu on the right side. From the resulting menu, select "Deactivate user".

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Note: Deactivated users don't count towards your paying plan. 

 

 

What happens to deactivated team members  

Once a team member has been deactivated, please keep in mind the following:

  • Deactivated users will be greyed out and appear as inactive, but will still be assigned to the tasks they were assigned to and their updates posted will remain on items:

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  • Private and shareable boards will become inaccessible if the user was the sole board owner. An admin of the account can transfer board ownership within the Admin section as shown here to gain access to the boards.
  • Main boards will remain accessible and an admin of the account can claim ownership from the subscribers dialogue or Admin section explained above.
  • Automations and integrations created by the deactivated user will be disabled. An admin of the account can transfer automation ownership within the Admin section as shown here.
  • Workspaces created by a deactivated user will remain active. An admin of the account can claim ownership of the workspace from the workspace page. 

How to permanently delete a user's information

If you want to permanently delete a user's information, that given user must first be deactivated. Once they have been deactivated, follow the same steps above to display only inactive users or search for the relevant user. From there, click on the three dot menu and press "Delete user details".

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How to activate a user who has been deactivated

To easily locate all deactivated users on your account, filter by user status to show inactive users only.

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From there, select on the three-dot menu at the right side and press "Activate user".

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Note: Once a user is reactivated, they will count as a paid user according to your plan type

 

 

How to change a user's type

To change a user's type, simply locate the given user and press on their current user type to the right of their name. From the resulting menu, select the type of user (Admin, Member, Viewer or Guest) which you'd like to change them to.

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To read all about the different user types that we offer, check out this article.

 

If you have any further questions, please don't hesitate to reach out to our customer experience team at support@monday.com!