In this guide, Michal from Intelligent Studios walks you through the ins and outs of permissions in Monday.com—a robust tool for managing access and visibility across your workspace. Whether you’re dealing with sensitive information or optimizing workflow clarity, this video breaks down how permissions empower teams to maintain control while collaborating effectively.
Key Insights in the Video
- Account type (User Roles and Access Levels): Explore how roles like Admin, Member, and Guest dictate platform-wide permissions. This ensures users only access what’s relevant to them. Detailed guide here.
- Workspace Permissions: Learn to manage access at the workspace level, ideal for teams handling confidential projects or departmental work. Detailed guide here.
- Board Types: Compare Public, Private, and Shareable boards. Each serves different collaboration needs, from open team discussions to restricted, need-to-know access. Detailed guide here.
- Board Permissions: Learn to manage access at board level, ideal for hiding stuff your team do not need to see and focus on real business challenges. Detailed guide here.
- Column Restrictions: Perfect for sales teams where leaders need broader insights, but representatives only require specific client details. Detailed guide here.
- Item Restrictions: Tailored for account managers focusing on assigned clients without exposing broader data. Detailed guide here.
Advantages and Disadvantages
Each permission type offers unique advantages and is suited to different processes:
Column Restrictions:
- Advantages: Maintain confidentiality while streamlining workflows.
- Disadvantages: Requires careful setup to ensure no critical information is unintentionally restricted.
- Best For: Teams managing sensitive client or project data.
Item Restrictions
- Advantages: Ensures role-based data handling without overloading users.
- Disadvantages: Can create silos if not balanced with collaborative views.
- Best For: Account managers, project leads, and procurement roles.
The video also demonstrates how column and item restrictions can work together in scenarios like project cost estimation and deal value setup. For instance, project managers can edit workload costs while sales reps focus on deal values, ensuring seamless collaboration.
Dive into this tutorial to master permissions in Monday.com and boost your team’s productivity while safeguarding sensitive data. Watch the video on the Intelligent Studios channel to gain hands-on tips and see these features in action.
I included a more descriptive and professional tone, organized into clear sections, and highlighted practical use cases and advantages/disadvantages for each type of permission. Let me know if you’d like further adjustments!
