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Explanation of user types on monday.com: administrators, members, and guests

This article explains the difference between the different types of users on your monday.com account. Read on to learn more.

Administrators

Simply put, an admin is a type of “superuser” who has the ability to oversee the entire account; manage everything related to users and boards. This role helps one or more team members (or more if you wish) manage the team effectively and securely. Check out this article to learn more about what an admin is and how to add one.

Team members

Team members are the colleagues or employees in your department or organization that you work with every day! They can see all the information in main boards, and can be easily invited to collaborate on both shared and private boards.

There are two types of team members: Members and Viewers. Read on to find out what Members and Viewers mean!

Members

A member is a type of team member who has access to edit boards on an account. Also, A member can do the following (as can the administrator of course) :

  • Create and edit a board
  • Create and edit items
  • Create and edit folders
  • Invite other members into a board and item
  • Access to view all major boards
  • Be invited to collaborative or private boards
  • Edit their profile
  • Communicate and attach files
  • Create apps in The Developer Center
  • View the apps they collaborate with

The amount of friends you can invite to your account depends on the plan you purchased. For example, if you are on the Standard 10-user plan, that means you can invite up to 10 friends. For more information on pricing, check this out .

Viewers

Viewers are another type of user that you can invite to your monday.com account. Just like team members, they have access to some of the main boards and any shared or private boards you decide to share with them. The difference is that they can only view the boards , without editing rights.

A viewer can:

  • View all major boards from anywhere in the account (and from any private place they have been invited to)
  • Open an item and read the updates
  • Search or filter within a board
  • Be invited to collaborative or private boards
  • Edit their profile section
  • Invite new viewers (unless the administrator blocks this setting).
  • Open the board views
  • To be in charge of an item
  • To be attached to the team
  • View and personalize information in My Work
  • Export boards to Excel

A viewer cannot:

  • Create/delete a new board
  • Make changes to any content on the board
  • Make changes to the board structure
  • Edit information in My Work
  • Change any board setting
  • Add updates to an item or like an update posted by someone else
  • Register themselves and others for an item/board
  • To be appointed as a board member
  • Invite a guest to a collaborative board
  • Create a team
  • Use the monday platform API
  • Create or view apps in The Developer Center

How many viewers can I invite to my account?

You can invite an unlimited number of viewers regardless of the plan you purchase. Viewers will not be counted towards your bill. Viewers can themselves invite other viewers to view the account, unless the account administrator restricts this setting.

Guests

A guest is a user who is outside your organization and its subsidiaries or any other related entity. Examples of guests include customers, vendors, freelancers, external consultants, and more.

A guest must have an email domain that is different from the domains associated with your organization, subsidiaries, and any other related entities, and can only be invited to collaborative boards. They will not be able to see the information on primary or private boards. This great option helps you collaborate securely with external people while keeping the information stored on primary and private boards secure.

Explanation of user types on monday.com: administrators, members, and guests
Note: The option to add guests to a shared board is available to users of the Standard plan and above.
Explanation of user types on monday.com: administrators, members, and guests
Tip: To learn more about what guests can do on your account, check out this article.

Product non-member

A non-product member is a user who has a seat assigned to one of the products in the account, but not all of the products. A non-product member has viewing capabilities for all other products in the account, as well as the ability to post and like updates in those products. A user can only be a non-product member if they are a member of at least one product in the account.

Custom roles

Explanation of user types on monday.com: administrators, members, and guests

Note: The custom roles feature described below is only available in the Enterprise plan.

With custom roles, Enterprise admins can create unique account-level roles based on a team member’s role, department, or other appropriate definition, and then assign specific permissions to that role. This feature was created to simplify the efficient management of an account while giving employees the freedom they need within their area of ​​responsibility.

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Once a custom role is created, it can be assigned to any team member on your account through the user management section!

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Subscribers

This includes admins, team members, and guests who are “following” or subscribed to a board. Whenever someone posts an update on a board, it will appear in the inbox of every subscriber to that board. To learn more about this, check out this article.

Board owners

A board owner is either:

  • The person who created the board
  • All board subscribers that the creator has chosen to be co-owners of the board.

Board ownership is an important feature when setting restrictions on boards, such as making them read-only for non-owners using board permissions.

Explanation of user types on monday.com: administrators, members, and guests
Note: Board owners can only be admins or members. Guests and viewers cannot take ownership of a board.

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