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How to share projects with guests on monday.com

Who can use this feature:

Who can use this feature:
How to share projects with guests on monday.com Available on Standard plan and above

Adding a guest to your account is a good solution when you want to share one or two boards with someone, without giving them access to see all of your main boards. Guests are users outside your organization such as contractors, clients, freelancers, lawyers, graphic designers, etc. Guests can only be invited to Shareable Boards , and will not be able to see information on main or private boards. Check out what guests can see and do on your account here.

How to share projects with guests on monday.com
Please note: The guest must have a different email domain . If the guest has the same email domain as the original person who created the account, he/she will not be able to join as a guest.

How to invite a guest

To add a guest to your account, you must first create a shareable board . Shareable boards allow you to share projects and tasks with people outside your team. Screenshot 2024-10-01 at 12.22.18 1.png

Then, click on the people icon located on the right side of the shareable board. Group 64 - 2024-10-01T122514.060.png

A window will open, showing the team members on the board, and the guest list will be on the right.Screenshot 2024-10-01 at 12.28.07 1.png

Enter the email address of the person you want to add as a guest, and they will receive an email invitation to join only that board. Once a guest is added to a shareable board, you can add them to additional shareable boards on the account. They won’t see the additional shareable boards unless they’ve been specifically invited to them.

Please note that when someone is invited to a shared board from a specific account, they will need to create a new guest user on that account and will not be able to open that board on their personal account.

How to share projects with guests on monday.com
Helpful tip: If you’re working with an external graphic designer, you can share a board specific to a design project with them. This way, you can track the progress of the work and provide feedback directly on the board.
How to share projects with guests on monday.com
Interesting use: This feature can also be used to share boards with external consultants, so they can provide direct insights into your projects.

Helpful resources

See the following articles for more information about guests and pricing:

  • How to get started as a guest
  • Prices for guests

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