Beginner
How to set up team members on Monday.com
Quick Answer
Setting up team members on Monday.com involves inviting users through the Admin section, assigning them to specific boards and workspaces, and configuring their permissions. You can add members individually or in bulk using email invitations.
Prerequisites
- Active Monday.com account
- Admin or owner permissions
- Team member email addresses
- Defined team roles and responsibilities
1
Access the Admin Panel
Click on your profile picture in the top right corner of your Monday.com dashboard. Select Admin from the dropdown menu. If you don't see this option, you don't have admin permissions and need to contact your workspace owner.
Tip
Only account owners and admins can add new team members to the workspace.
2
Navigate to Users Section
In the Admin panel, click on Users in the left sidebar. This will display all current team members in your workspace. Click the Invite teammates button at the top right of the users list.
3
Add Team Member Details
In the invite dialog, enter the email addresses of team members you want to add. You can add multiple emails separated by commas or line breaks. Choose their role from the dropdown: Member, Admin, or Viewer. Optionally, add a personal message to the invitation.
Tip
Start with Member permissions and upgrade later if needed to follow security best practices.
4
Select Teams and Departments
Under Add to teams, select existing teams or create new ones by typing team names. Choose the appropriate department from the Department dropdown. Click Send invites to send invitation emails to all specified addresses.
Tip
Organize team members into logical teams early to simplify board sharing and collaboration later.
5
Assign to Boards and Workspaces
Navigate to the specific board or workspace where you want to add team members. Click the Share button at the top right of the board. Search for team members by name or email and click Add next to their names. Set their board permissions: Can edit, Can view and comment, or Can view only.
Tip
Consider creating board templates with pre-configured permissions for different team types.
6
Configure Notification Preferences
Return to Admin > Users and click on individual team members to access their settings. Under Notifications, configure default email and in-app notification preferences. Set up Personal settings including time zone, language, and working hours if managing the account for them.
Tip
Encourage team members to customize their own notification settings once they've accepted the invitation.
7
Set Up Permissions and Access Levels
In the user's profile, configure Account permissions including board creation rights, guest invitation abilities, and integration access. Under Workspace permissions, define which workspaces they can access and their role in each. Save all changes by clicking Update.
Tip
Review and audit user permissions quarterly to ensure they align with current job responsibilities.
8
Verify Setup and Send Welcome Information
Check the Pending invitations section in Admin > Users to monitor invitation status. Once team members accept invitations, verify they appear in the appropriate teams and have correct board access. Share getting-started resources, workspace guidelines, and any company-specific Monday.com workflows via your preferred communication channel.
Tip
Create a Monday.com onboarding board template to help new team members learn the platform effectively.
Troubleshooting
Team member didn't receive invitation email
Check their spam folder first. In Admin > Users > Pending invitations, click Resend invitation. Verify the email address is correct and consider sending from a different admin account if issues persist.
Cannot see Admin option in profile menu
Only workspace owners and users with admin permissions can access the Admin panel. Contact your workspace owner to request admin rights or ask them to add team members on your behalf.
Team member can't access specific boards after joining
Go to the board and click Share. Search for the team member and ensure they're added with appropriate permissions. Check if the board is in a workspace they don't have access to.
Invitation shows as pending but team member says they accepted
Have the team member check if they're logged into the correct Monday.com account. Clear browser cache and cookies, or try accepting the invitation in an incognito/private browsing window. Resend the invitation if the issue persists.
Ready to get started with Monday.com?
Put this tutorial into practice. Visit Monday.com and follow the steps above.
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