How to manage dashboard permissions in Monday.com
Here is how to manage dashboard permissions in monday.com
- First navigate to the dashboard you want to update the permissions for
- Next click the more options menu (three dots) in the top-right corner of the dashboard
- Then change the dashboard type, select "Change type to Private" or "Change to Main" if needed
- Next click on the "Invite" button in the dashboard header
- Select "Dashboard members" from the Invite dropdown menu
- Then, in the team members dialog, manage who has access to the dashboard and adjust their permission levels as needed
- You can assign someone as an owner by clicking the “crown” icon next to their name
- To remove access, click the “X” icon next to their name
- Finally once you're done, click the "X" to return to the dashboard
Why should you manage dashboard permissions in Monday.com
Monday.com is a powerful work operating system designed to help teams streamline their workflow with ease and flexibility.
Managing dashboard permissions in Monday.com allows you to control who can view or edit dashboards, ensuring sensitive information is protected while still fostering collaboration.
This feature is particularly beneficial as it maintains the integrity of data and project insights, while empowering team members with the appropriate access needed to efficiently do their jobs.
By managing permissions effectively, you create a balanced environment where transparency and security go hand in hand.
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