I’m befuddled by the user access.
The intention is to have Workspace Boards for employees to work on tasks, and to have Dashboards for clients to view progress as reflected from the Workspace Boards through widgets/ apps.
I have two email addresses. One is my work email address which is what I use to build the PM systems in Monday.com. It is my primary address. The other is my private email address which I am using to test access that clients will have to their dashboards.
After the Dashboard was ready to test, I went up to the “Share” button in the upper right hand corner. My private email did not show up so I figured maybe I needed to invite Client Me (private email) first.
I used the “Invite New Members” button on the left hand control panel. It allowed me to send an invite to Client Me.
When I checked my email, I clicked on the link and it took me to the login. But it wouldn’t allow me to log in, so I tried resetting my password. Then it told me it was associated with the free test account I had prior to the current actual company account.
So I logged in and couldn’t even tell you at this point what I did to switch it over to the other account but that seemed unnecessary.
So now I can log into the current company account. However now I can see all the Workspace Boards. I don’t want clients to see those. I’m assuming I have to change them to shareable?
In any case I then went back into the Dashboard under my primary admin account and shared the Dashboard with Client Me. Again I checked my email, selected the link, and logged in.
No Dashboard, only the Workspace Boards.
This is really confusing and I need to understand this before the end of the week so that when I start sending real emails with links to our clients, they won’t see the wrong things.