One of the first steps in setting up your monday.com account is to invite team members to join. Read on to learn how!

Invite team members to your account

There are two ways to invite members to your account. You can do this from the Invite members icon in the left sidebar, or directly from the board .

Invite friends icon

Click the Invite Members icon located in the upper left corner of the screen,

Note: The only way to add people to your account is by inviting them or by allowing users to join using a specific email domain. You cannot create available accounts.

In the pop-up window, you can invite friends by clicking the Copy button next to the link and then sending it directly to your team members or by typing their email address in the field below.

Note: You can only send an invitation link if you have the Authorized domain option enabled in your admin security settings. You can read more about this in the next section of this article.

If you choose to enter the email address of a team member you want to invite, the next step is to choose the level of access you want to give them! You can choose to make them a Member or a Viewer , which is a read-only member who will not be able to make changes to your data.

You also have the option to invite your new team member directly to an existing team in your account. Type in the team name (e.g. HR or Customer Service) or you can even create a new team! Check out this article to learn more about using teams to organize your team members and make tasks more efficient.

Note: Pending users who have not received their invitation will display a standard profile picture. If they receive their invitation, their initials will be displayed until they upload their picture.

When you’re done, click Invite and your new friends will receive an invitation via email. Once they receive their invitation, they’ll be directed to your account, where they can create a profile and get started!

Important note: Pending users who have not received their orders within 90 days will be fully deleted and their associated data will not be recoverable.

Order salty

To invite team members to your account through one of your boards, click the Invite button at the top of the board, as in the example:

You will then see a pop-up window with all the board’s subscribers. Here you can add new members by typing their email address in the search bar and pressing Enter.

You can see all your pending orders in the board subscription list, as shown below:

While a user is pending (they have not yet received their order confirmation), their profile picture will be a standard black and white image. Only after they complete the process will the letters appear in color. Additionally, a pending user’s profile picture cannot be changed until they have fully activated their account.

Note: To add a guest to your account, you must be using a board that can share. If so, you can follow the same steps through the board subscriptions window to add a guest.

Who can invite team members?

Account administrators can control who can add new users to the account! To control who can add new users to the account, click on your profile picture and go to the Administrator section.

Next, click Security on the left side of the admin section and go to the Login tab, where you can choose between two security and authentication settings:

• Only administrators can invite users.
• Anyone with an email address from a specific ‘approved’ domain can join the account

Let’s review each option below.

Only administrators can invite users.

This setting is enabled by default on all accounts and allows only account administrators to invite new users to join. The users they choose to invite can be anyone with any email address.

Verified domain

Alternatively, account administrators may want any user from a specific email domain (e.g., emails ending in @monday.com) to be able to easily join the account without an invitation. In this case, the administrator can add an ‘approved’ domain so that anyone with that email domain can join the account on their own.

With this setting enabled, account members or viewers can also invite users from an approved domain.

Note: When the “Approved Domain” sign-in settings are enabled, admins will still be able to invite users with any email domain if they choose to do so.

If you choose to adjust any of these settings, simply click Save changes to apply them to your account!

How to cancel an order sent by mistake

Did you accidentally invite a user or guest and want to cancel that invitation? Or maybe you typed the email address incorrectly and sent it to the wrong person by mistake? You can cancel the invitation by following these simple steps:

Click your profile picture and select Teams .

From this screen, click the Manage users button on the top left of the screen. You will then be taken to the User management page located under the Users tab in the Administration section.

Go to the Pending Invitations tab to see your pending invitations. From there, you can click the three-dot menu button on the left and click Cancel invitation. You can also click Resend under the Actions column to send another invitation to a team member.

Note: Has the new team member already accepted your invitation? Don’t worry, it’s not too late. An admin can disable users at any time by following these easy steps.

Help! My team member didn’t receive the invitation

The first thing we recommend is to ask your team member to check their spam folder. If it’s not in spam, try resending the invitation as instructed above.

Limitations

There is a daily limit on the number of invitations you can send. The amount is calculated as “the maximum number of users allowed on your account * 3.” This means, for example, if you purchased the 10-user package and want to expand your team, you can invite 10*3=30 users and guests per day.

If you need to invite more users than your limit urgently, please contact us here .

Fun fact: monday.com is not only used for project management, but also as an event planning tool. Many companies use the platform to manage all stages of event planning, from the initial concept to the day of the event itself, including tracking vendors, budgets, and schedules.