We offer several different types of permissions on monday.com—account permissions, job permissions, board types, board permissions, and column permissions. In this article, we’ll dive into board permissions or restrictions , which are designed to give the board owner control over what can be changed or seen at the board level.

Setting board permissions

• Step 1: Choose your board owners

Before you set board permissions, you need to decide who will own the board. By default, the first board owner is the person who created the board. To add additional board owners, click the “Invite People” icon in the top right corner of your board:

From there, click the gray crown to the right of the user’s name to make that person the owner of the board. Clicking the gray crown will turn the crown blue. Blue crowns indicate that the user can now override all permissions set for the board.

• Step 2: Choose your permissions

To add permissions to your board, click the three-dot menu in the top-right corner of your board. Then, select “Permissions” from the menu that opens:

You will now be taken to the Permission Center where you can select the type of permissions you would like to apply to your board.

Note: When you move a board, any board permissions that were set will also be duplicated and transferred to the new board.

Once you have enabled all board permissions, you can easily understand the permissions enabled on your board and access the Permission Center by clicking the pull-down arrow next to your board name and then clicking Settings to the right of “Permissions.” A message box will appear, allowing you to select “Show Permission Settings.”

What are the different types of permissions?

When it comes to setting board permissions, you can choose to set editing permissions and/or viewing permissions (available only in the Enterprise plan). Let’s take a look at the two permissions – viewing and editing – that are available! ⬇️

Board editing permissions

With edit permissions on a board, you have four different options available: edit everything on the board, edit the board’s contents without changing its structure, edit only items or sub-items that users are assigned to, and write updates on items only.

Let’s take a look at what each option means, below!

Tip: To understand exactly what the selected permission (or permissions) mean on your board, check out the “Permission Summary” view on the right side of the screen!

1. Edit everything in the board

The default setting on each board is “Edit everything on the board.” For shared and private boards, this means that any member of the board can change the board’s content and structure, add new items, edit column names, change statuses, and create updates. For main boards, these actions are available to any member of the account, even if they are not subscribed to the board.

• Automations and integrations
  This permission setting also allows users to create new recipes, turn recipes created by others on/off, and delete recipes created by others. They cannot, however, edit other people’s recipes, save an automation recipe, or edit the validation on an integration recipe unless they are the board owner.

2. Edit the contents of the board without changing its structure

This permission allows non-board owners to add items, delete items, change statuses and cells on the board, move items around the board, and create updates on items. They cannot edit group or column headings or change the board structure by moving groups or columns. If you want to collaborate on a project with an external guest on a shared board but want to make sure a column isn’t accidentally deleted or removed, this setting is ideal.

• Automations and integrations

This permission setting also allows users to create new recipes, turn recipes created by others on/off, and delete recipes created by others. They cannot, however, edit other people’s recipes, save an automation recipe as a setting, or edit the validation on an integration recipe unless they are the board owner.

3. Edit only items or sub-details that users are assigned to

This permission, available in the Pro plan and above, allows non-board owners to edit only the content of items assigned to them. When selecting this option, the board owner will need to choose which people column they want to use when setting permissions.

Additionally, the board owner can also choose whether they want users to be able to edit sub-details assigned to them (regardless of their items) or not.

• Automations and integrations

Note: All users will still see all items on the board when these editing permissions are active. To read more about setting item viewing limits , see the “Item viewing permissions” section below or in this article.

4. Write updates on items only

With this permission, only the owners of your board can change the structure and content of the board. Any other user can only view the board, view and download files from the files column, and write updates (as well as edit and delete updates they have written).

This setting is very useful if you want the client to only be able to view a collaborative board and stay up to date on the project’s progress! It’s also great if you’re managing a list or other internal view-only resource.

• Automations and integrations

Only board owners will be able to add, edit, and delete automation recipes. For integration recipes, board owners can edit the integration fields, such as the email content, but cannot change the integration connection, such as the connected email account.

Account administrators can delete the integration connection , as well as transfer ownership of an integration recipe to themselves or another user on the account.

Note: The owner of the new integration recipe will need to re-authenticate the connection for the connection to work. This is true even if the user, who is not the owner, created the recipe previously.

Permissions to view items

Available only in the Enterprise plan, item viewing permissions allow board owners to decide whether they want all users with access to that board to be able to see all items on it, or whether users can only see the items assigned to them . This provides an additional layer of control and ensures collaboration in one place, without risking access to sensitive data!

From that same Permission Center in the dashboard, you’ll see the two viewing permissions available for you to choose from. We’ll explore what each option means right below!

1. See all items on the board

This is the default option and will allow anyone with access to the board to see all items on it.

2. See only items assigned to or created by users in each “People Column”

Setting this permission will ensure that users who click on an item in one of the People columns on this board will only be able to see those specific items and nothing else. Additionally, the creator of the item will be able to see those specific items, and board owners will be able to see all items on the board.

And that’s it! We hope this article was helpful in discovering how board editing and viewing permissions can help you control what can be changed or seen at the board level.