To keep your information safe and secure, we offer several different types of permissions: account permissions, board types, board permissions, column permissions, and Dashboard permissions or restrictions. Dashboard permissions or restrictions grant the Dashboard owner control over what information can be modified at the Dashboard level.

Choose your Dashboard type

You can choose whether you want your Dashboard to be public or private. 

• If your Dashboard is set to "Main", it will be visible to everyone in your account.
• If you choose the "Private" option, your Dashboard will be visible to you and the selected team members you invite. 

Dashboards do not have a "Shareable" type because they can be shared with anyone you choose, including colleagues outside your monday.com account. 

Change a Dashboard type

You can easily change the type of your Dashboard by clicking on the three dots at the top right-hand corner and selecting "Change type to Private" or "Change type to Main."

Dashboard permissions

Dashboard widgets adhere to two permission levels: board-level permissions and dashboard-level permissions. 

• Board-level permissions 

Widgets always respect the permissions on the connected boards, so two users with different permissions can see different data on the same Dashboard. 

Board-level permissions that can affect what a user sees

• Private workspaces – when a connected board is in a private workspace that a user can’t access, the Dashboard will indicate that they’re missing access to that board, and you can click to grant or request access.
• Private boards – similarly, if a connected board is private and a user isn’t subscribed, the Dashboard will indicate that access is missing, allowing the relevant owner to grant it.
• Hidden columns – if a column is hidden from a specific user, the widget will indicate that there is missing data for that column for that user.
• Item view permissions – if a user only has access to some of the items on a connected board, the widget will calculate values based on the items they can see. This means two users may see different results in the same widget because it only counts the items visible to each of them.

• Dashboard-level permissions

The permissions on a Dashboard-level are role-based and differ between "Members", "Owners", and "Guests". 

Dashboard Members

Dashboard members can view and interact with a Dashboard. If the Dashboard type is set to "Main", anyone on the account can view the data and become a member. On a "Private" Dashboard, members must be invited by a Dashboard owner.

To add members to your Dashboard, click the "Invite" button at the top right-hand corner and select "Dashboard members":

A window with a list of members will open. Click the search bar and begin typing in the name or email address of the team member you'd like to add to your Dashboard. You can also remove a member from your Dashboard by clicking the 'x' beside their name.

Dashboard Owners

By default, the person who created the board is automatically a Dashboard Owner. Owners see a blue crown next to their name on the list of Dashboard subscribers. To add more owners, click on the grey "crown" icon beside the subscriber's name to turn it blue, making them owners!

To remove someone as an Owner, simply click on the blue "crown" icon. The person will then be made a Dashboard Member and will no longer have owner permissions on the Dashboard.

Invite guests 

You can invite anyone to view your Dashboard by clicking on the "Invite" button and then selecting "Invite by email or link". In the window that appears, you can choose to either "Copy" a link to the Dashboard or send an invitation via email:

Copy the link produced and send it to whoever you'd like. Alternatively, type the guest's email address into the field below and click "Send" to send them an invite to the Dashboard by email.

Who can make changes to Dashboards?

Only Dashboard Owners can edit the Dashboard itself, as well as the apps and widgets within it. Some of these actions include:

• Toggling to "Edit" mode
• Moving and resizing widgets
• Adding new widgets
• Deleting widgets
• Adding or deleting connected boards
• Subscribing or unsubscribing team members or guests
• Changing Dashboard type
• Renaming or deleting the Dashboard

Some actions that everyone who is a Dashboard Member viewing a Main Dashboard can carry out include:

• Viewing the list of Dashboard guests, owners, and subscribers
• Switching to Dark or Light Mode
• Viewing in TV/ Presentation Mode
• Duplicating the Dashboard
• Adding the Dashboard to your favorites
• Filtering widgets
• Viewing connected boards
• Viewing widgets in full screen
• Drilling down on widgets (this has a different meaning for each widget)

Requesting access to a private Dashboard

If you've stumbled upon a Private Dashboard that you don't have access to, you'll find the following error message displayed, stating that the Dashboard is private and you currently do not have access to it. To instantly request access to the Private Dashboard, click on the blue "Request access" button.

Clicking this button will send a notification to all owners of this Private Dashboard, showing that you've requested access. The Dashboard owners will be directed to the subscribers page to grant you access if they so choose.