This system will layout the steps to manage people in Monday.com and show how to assign permissions and delete people
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Day-to-day operations
Monday.com
It is important to manage users who will have access and permission to your projects.
To add users to your account, you'll need to be an admin. Click on your profile picture in the bottom left corner of the screen, then select "Admin" from the dropdown menu. Click on "Users" in the left sidebar and click "Invite users" in the top right corner. Enter the email addresses of the users you want to add and select their permission levels.
As an admin, you can set different roles and permissions for each user. Click on "Users" in the left sidebar and select a user to see their permissions. You can change a user's role, which determines what actions they can perform in Monday.com, such as adding or editing items, or you can modify their permissions for specific boards or groups.
If a user no longer needs access to your account, you can remove them. Click on "Users" in the left sidebar and select a user to see their details. Click on the three dots icon in the top right corner and select "Remove user" from the dropdown menu. Confirm the removal by clicking "Remove user" in the pop-up window.
Track user activity: Monday.com provides activity logs that show what actions each user
Monday.com provides activity logs that show what actions each user has taken in your account. Click on your profile picture in the bottom left corner of the screen, then select "Activity log" from the dropdown menu. You can filter the activity log by user, date range, and board.
The video below is Monday.com's tutorial on how you can manage users.
Last Update Date: 15/06/23
Updated By: Lesley