Governing your account
Plan for success by building the right foundation for your account from the very start
Oversight where it counts
With the right account governance, organizations can be sure that their monday.com instance is structured in a way that allows for scalability, usability, and best-in-class platform ownership.
Who typically owns this responsibility? Your own in-house monday gurus
The governing of the monday.com platform is usually managed by the account admins (typically IT or teams central to the organization), along with any champions involved in the implementation of monday.com
Governance actions might include:
01
Determining the best overall structure of the account through features like workspaces, folders, and subfolders
02
Setting up and managing the permissions structure of the account - including everything from board types to integrations
03
Managing users, including onboarding those who are joining the organization and offboarding those who leave
04
Setting up policies for keeping the account tidy
05
Developing your account governance communication plan
Interested in building your foundation for success?
Get started with our 4-part module below on all things Account Governance:
- Structure & Account Organization
- Permissions Hierarchies
- User Management
- Maintaining Structure with Scale
Learn more
Consider creating a Welcome Dashboard in your account
Welcome Dashboards are a great way to customize the onboarding of new users, communicate account governance plans, and more! Learn more about what this looks like through our 4-part online Academy Course.
Pro-tips
01
Encourage users to subscribe to our Status Page
02
Submit, vote, and stay up-to-date on product features and our roadmap through our Community Page
Still have questions about the best governance approach for your organization?
Reach out to your Customer Success Manager