At monday.com, we want to ensure that the power is in your own hands to restrict the viewing or editing of data to those who it is meant for. For this reason, we offer several different types of permissions for you to customize! These include the following:
- Board permissions (types and restrictions)
- Column permissions
- Dashboard permissions (types and restrictions)
- Workspace permissions (types and restrictions)
- Account permissions
This article will summarize all of the monday.com restriction capabilities in one place, read on to learn more about it. 🙌
Board permissions and restrictions
On the board-level, the type of board that you use allows you to restrict who on your account is able to view your board, while board permissions dictate the viewing or editing ability that other users have on the board itself. Let's learn about these two options below.
Here on monday.com, we offer three different types of boards: Main, Shareable and Private boards. While they all contain the same kind of structure, the difference between them lies in the accessibility levels that they each offer.
Board permissions and restrictions
Within each board, the board owner(s) have the ability to control what information can be changed or viewed by other board members. Board permissions can be located by clicking on the three-dot menu on the top right of your board and selecting "Board permissions".
There are six different setting options within our board permissions split up into two categories: Viewing permissions and Editing permissions. The settings under the "Viewing permissions" category allow you to adjust who is able to see what on your board, and the "Editing permissions" settings allow you to adjust who can edit what on your board.
To read more in depth about board permissions, check out this article.
With column permissions, board owners are given the option to control which columns can be seen or edited by others on the board. This is especially helpful if you have some sensitive information you don't want some users to see or change!
To locate column permissions, click on the three-dot menu to the right of column title, then "Settings" and choose to either restrict the column edit or view.
Using column restrictions, you can:
- Restrict column edit: This permission allows you to restrict the editing ability of columns only to board owners and to other specific people that you choose.
- Restrict column view: With this permission, you can restrict the viewing access of columns on your board to only board owners or to other specific people that you choose. All other users will not see this restricted column at all on their end.
Moving onto permissions beyond the board-level, dashboard permissions or restrictions provide the owner of the dashboard control over what information can be viewed or changed on the dashboard-level. You can customize dashboard restrictions in two ways:
- Setting the dashboard type
- Managing the dashboard owners
Let's go over both of these options!
Unlike boards, Main and Private dashboards are the only two types that we offer. Like boards, however, Main dashboards can be viewed and interacted with by any team member in your account and Private dashboards are visible only to those who the dashboard owner(s) choose to subscribe.
This permission can be set at the creation of a dashboard, or by changing the dashboard type through the three-dot menu at the top right of an existing dashboard.
When it comes to restricting the editing of a dashboard, only dashboard owners are able to edit the dashboard and the apps and widgets within it. To locate the dashboard owner(s) select on the blue "Share" button at the top of the dashboard and press on "Subscribers & Guests":
By default, the person who created the board is automatically a dashboard owner (indicated by a blue crown next to their name). To add more owners, a dashboard owner can click on the grey crown icon beside the subscriber's name to turn it blue, making them an owner and allowing them to edit the dashboard as well!
When it comes to Workspaces, on the Enterprise plan, you can restrict both who is able to view the content within the workspace as well define what actions can be done by which team members in the given workspace.
We offer two different types of workspaces on Enterprise accounts; open and closed workspaces. Any team member can choose to join any open workspace on their own. On the other hand, closed workspaces are private and accessible only to the person who created them. Team members can join by invite or by requesting to join.
You may be wondering now, "Which boards will team members have access to within a workspace?" Well, this is a great question to keep in mind!
Any user who has access to a given workspace will be able to access all Main boards within it, and only the specific Shareable or Private boards that they were invited to. With this said, a user who does not have access to a closed workspace will not be able to access any boards within it, regardless if they are Main boards or not. If a team member is subscribed to a board from a closed workspace, they will have access to that board only and will not be able to see anything else within the workspace.
With workspace permissions, workspace owners can define who is able to perform certain actions within the workspace (according to a users workspace role) such as creating new boards, setting up automations, and creating dashboards.
To locate workspace permissions, click into the workspace main page and select the "Permissions" tab as shown below.
Keep control of who can do what on the account-level by setting up account permissions. This type of permission allows the admin of an account to easily manage who can use certain features!
And, that's a wrap! We hope that this article provided you with the tools needed to understand permissions on monday.com from the board-level all the way to dashboards, workspaces, and the account-level, too. 🌟
If you have any questions, please reach out to our team right here. We’re available 24/7 and happy to help.