Workspace permissions

Who can use this feature:
admin-icon.svgWorkspace owners
gray-lightning.svgAvailable on Enterprise plan

Workspace permissions let workspace owners control who can do what inside a workspace. You can tailor creation and management rights to match how your team works, while keeping sensitive areas limited to the right people.

 

Note: New to workspaces? Start with Getting started with workspaces for navigation and setup basics, and see Workspace settings and customization for privacy types and advanced options.

 

How workspace permissions work

Workspace permissions sit under your account‑level permissions. If an action is restricted at the account level, a workspace cannot grant broader access. For example, if only admins can create Private boards at the account level, you cannot allow everyone to create Private boards within a specific workspace.

Permissions are applied by workspace role. You can set different permissions for workspace owners, workspace members, and workspace non‑members. 

Tip: This article explains all the other permission types you can set up on your account. 

 

Locate workspace permissions

From the left pane, select a workspace to open its homepage. Alternatively, click the three-dot menu next to Workspaces and choose Manage workspace:

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On the homepage, you’ll see the Permissions tab:

Group 25 (16).png

 

Workspace roles

Workspace owner is the person who created the workspace or was granted ownership by another owner. Owners can adjust workspace permissions and manage membership. They appear with a crown icon in the Invite tab.

A workspace member is anyone invited to the workspace or joined the workspace. Members can access Main boards in that workspace and any Private or Shareable boards they are subscribed to.

A workspace non‑member is someone invited to a board or doc inside the workspace but not to the workspace itself. Non‑members have access only to items they are explicitly subscribed to, and they do not appear in the Invite tab.

 

Set permissions by role

On the Permissions tab, select a workspace role on the left (owner, member, or non‑member), review the actions available, and then allow or disallow each one as needed:

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Your selections apply only to the current workspace. Simple as at! 

Tip: To reduce clutter, limit who can create new boards and dashboards at the workspace level.

 

Workspace types

Workspace privacy controls who can join and what Main boards are visible:

Open workspaces can be joined by any team member. Main boards in Open workspaces are visible to all team members.
Closed workspaces (only available on the Enterprise plan) require an invite or approval to join. Main boards are visible only to workspace members. Team members subscribed to a specific board in a Closed workspace can access that board but not the rest of the workspace. Closed workspaces display a lock icon.

Group 25 (13).png

 

Who can create workspaces 

By default, any team member can create a workspace. Enterprise account admins can restrict creators at the account level by clicking the profile picture at the top right of their screen, selecting Administration, and then Permissions:

Group 25 (15).png

Account-level restrictions take precedence over workspace settings.

 

 


 

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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