Available on the Enterprise plan for account admins, account permissions provide the ability to control and manage who can use certain features on your account.
Keep reading to learn more! 👇
Locating account permissions
To locate account permissions, click on your profile picture in the bottom left corner of the screen and then select "Administration" as shown below.
Once in the administration section, select "Permissions" from the left-hand menu as seen below:
From there, you will be able to select who can use certain features on your account according to their user type. We'll review exactly how this can be done, below!
How to set it up
When enabling account permissions, you'll be able to define which user type (admin, member, viewer, or guest) is able to do what on your account. Therefore, you can start setting up permissions by first selecting the user type which you'd like to apply the permissions to from the left side of the "Account permissions" screen:
Once you've selected the user type, you can then select the permissions that you want to allow that user type to have, or de-select the permissions to remove that permission ability from the selected user type!
As an example, in the GIF below, we first chose the "Member" user type, and then we de-selected "Create private boards" and "Broadcast boards on the web" to remove that ability from our team members. We then also selected "Create main docs" and "Create private docs" to allow members to have those permissions on our account. 🙌
Available account permission actions
With account permissions, you can choose who has the ability to perform specific actions within your account. You can find the list of available actions in the table below:
Note: If the general "Create integrations" permission is enabled, every new integration added to monday.com will be enabled within the account permissions by default. Conversely, if the general integrations permission is disabled, every new integration added will be disabled within the account permissions.
Admin privilege permissions
We now offer the ability to customize admin-level permissions that users have on the account! This is really valuable if you'd like certain team members to have the ability to perform specific admin actions (such as managing account users, security, or billing) without providing them full admin access to your account.
To access admin-level permissions, simply scroll all the way down within the account permissions section until you see the "Admin Privileges" section, as shown below.
Create custom roles
With custom roles, Enterprise admins can create unique, account-level roles according to a user's job title, department, or any other definition that fits them, and to then assign specific permissions for that new role. This feature was built with the goal of simplifying the effective governance of an account, whilst giving the proper amount of freedom to employees within their domain.
Note: At this moment, the custom roles feature is only available for Alpha accounts. We're working on fully releasing this feature soon, so stay tuned!
How it works
Custom roles are created based off of existing roles on the account, and they can then be customized and assigned to any user.
To start creating a new role, click on the "New role" button at the top of the screen, as shown below.
Next, enter a name for your custom role and select an existing role which it will inherit permissions from. As an example, if you select the existing role of "Guest", your new custom role will inherit the default permissions that a guest has such as the ability to only access boards that are shared with them (amongst other Guest permissions as well).
Note: Since custom roles are a derivative of any existing role, they can only lower the permission level of the parent role and not exceed it.
Once complete, click on "Create" to finalize the creation of your new role! You can then assign this role to users through the user management section and to adjust the permissions of this role, just as you would for any other account permissions. 🙌
Other permission types
In addition to the account permissions mentioned in this article, we also offer the following different permission types on monday.com:
- Board permissions
- Column permissions
- Workspace permissions
- and Dashboard Permissions
Read more about these in the Permissions on monday.com article. If you're interested in learning more about managing your users, check out the How to manage users on your account article.
If you have any questions, please reach out to our team right here. We’re available 24/7 and happy to help.