We have just started using Monday.com and plan to invite external customers to selected Boards as Guests. The Invite process generates the e-mail to a Guest, but the resulting link takes them through two prompts to select a Role and Department.
For our external customers none of the Role or Department dropdown values are very relevant. It’s my understanding this is how the system is engineered, and there is no way to modify the values that are available through the Admin area.
Does anyone in the community have suggestions on how they handled this challenge? For example, did you send advance instructions to walk the client through the value selection process (i.e. for Role use Team Member, for Department us Other, etc.)?
Any suggestions/guidance you can provide is greatly appreciated.