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This course is a must for any monday.com admin who is looking to learn best practices for how to govern their account.
This course is a must for any monday.com admin who is looking to learn best practices for how to govern their account including how to best structure the account in terms of Workspaces, Permissions, User management and keeping the account tidy and organized.
In this lesson, we will overview what Account Governance is and who it is relevant for, followed by a tour of the platform hierarchy, and best practices for organizing your account using the building blocks available.
Take a tour of the different Permissions levels that are available in your monday.com account, while discussing best practices and considerations for building your Permissions structure.
When managing a larger monday.com account, one of the most important roles of the admins will be the need to manage the users on the account. This includes: - Ensuring that users have access to the data they need - Ensuring that permissions are applied to the right users - Adding new users when new employees join - Dealing with employees who leave the company In this lesson, we will first introduce some of the tools available to you in monday.com for managing users and then look at best practices for dealing with each of the points above.
This lesson covers best practices for keeping your account organized as you scale, including: - Maintenance policy to ensure you don’t lose control of how your account is organized - Tips for how to cleanup on the account level - Tips for how to keep your Boards lean
This course is for anyone looking to build workflows in monday.com.
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