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monday.com user types explained: Guest vs. Member vs. Admin

Mastering monday

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monday.com user types explained: Guest vs. Member vs. Admin

167 просмотров · 2 недели назад
Mastering monday
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167 просмотров · 2 недели назад
Who should be an admin, member, viewer, or guest in monday.com—and who are you actually paying for? | 🔴 Need help with monday.com? Book a free call: https://simpledaysolutions.short.gy/4... In this video, Tara breaks down the different monday.com user types, what each role can access, and what they can and can’t do. You’ll also learn how board types affect permissions, when guests can be used, who gets an API key, and how to make sure you’re paying for the right number of seats. *Chapters:* 00:00 monday.com user types explained 00:37 Admins 01:34 Members 02:01 Viewers 02:27 Guests 03:00 Custom roles on Enterprise 03:30 Main, private, and shareable boards 04:49 How guests are added to shareable boards 05:17 What admins can do 05:39 What members can do 06:04 What viewers can and can’t do 07:10 What guests can do 07:34 API key access by user type 07:52 Who you actually pay for in monday.com 08:30 Choosing the right permissions 09:05 Final thoughts If you’re setting up or reviewing your monday.com account, understanding these roles is important for both permissions and cost. Need help setting up your monday.com account correctly? Get in touch using the contact information below. ================================================================================ 💥 Welcome to Simpleday! 💥 💡 Hit SUBSCRIBE to stay updated on more productivity and monday.com tips! ================================================================================ FREE RESOURCES 🎁 Newsletter: Get the latest intel, updates, and pro-tips on monday.com weekly -- straight to your inbox for free! Subscribe here: https://tinyurl.com/3hbf8czn 🎁 Free Consultation: Claim your free 30-minute consultation with me: https://simpledaysolutions.short.gy/4... 🎁 Free Workflow Checklist: Simplify your projects with the High Level & Low Level Workflow Setup Checklist. Download it here: https://simpledaysolutions.com/monday... ================================================================================ WORK WITH ME 💪 Let’s Chat: Book a free 30-minute consultation to discuss your needs and get personalized support. Schedule here: https://simpledaysolutions.short.gy/4... 💪 Start with monday.com: Begin your journey and unlock the full potential of monday.com. Get started here: https://tinyurl.com/monday-com 💪 Build better boards, faster, with our custom templates. We've built 10+ monday.com templates to help businesses like yours get up and running faster. Get started now! https://simpledaysolutions.com/templa... ================================================================================ KEEP IN TOUCH 🔗 LinkedIn: Connect with me on LinkedIn:   / tara-horn-571858a   🔗 Website: Explore more resources on our website: https://simpledaysolutions.com/ ================================================================================ OTHER MASTERING MONDAY.COM VIDEOS ►►    • A Step-By-Step Guide To Building High-Leve...   ►►    • Manage Multiple Projects with Time Trackin...   ►►    • How To Build A KPI Dashboard In monday.com...   ►►    • Track Tasks Or Overall Project Progress Us...   ►►    • How to Automate Time Tracking in monday.co...   ►►    • Automating Cross-Board Information Matchin...   ►►    • The Ultimate monday.com Hack: Showing Subi...   ►►    • Leads Management In Minutes with monday.co...   ►►    • Connect Multiple Boards in monday.com #mon...   ►►    • How to Use a Mirror Column in Automations ...   ================================================================================ RELATED SEARCHES monday.com tutorial monday.com monday.com quick tutorial monday.com tutorial for beginners