monday.com board sharing/embedding options

Platform discussions
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1

Following the recent review regarding the use of shared Monday views within SharePoint, I have completed an assessment of the available options to maintain dashboard visibility while addressing the identified security concern around publicly accessible links.

As confirmed, the standard Share View functionality within monday.com works great to embed into SharePoint, however it generates an public access link. Although the likelihood of unintended access is low, the link remains technically public and therefore does not align with stricter governance requirements. At present, there is no supported method to securely embed authenticated Monday views directly within Microsoft SharePoint without creating a public share link, unless the reporting is recreated in another platform (that I can see)

The viable options that I have concluded moving forward are:

Option A - Teams Hosted Dashboard
monday board views would be viewable within Microsoft Teams using the official integration. SharePoint would provide a link directing users into the Teams dashboard experience. This ensures access remains fully authenticated through Microsoft 365 and existing conditional access controls, without generating links. It also allows multiple filtered views to be centrally organised for the same internal audience.

Option B - Direct Monday Access
SharePoint would provide direct links to the relevant Monday boards or dashboards. Users would authenticate directly in monday to view the data. This is straightforward to implement; however, all intended users would require Viewer access within Monday,

Alternative (If Risk Is Accepted)
If the organisation accepts the risk associated with access, the existing Share View embed method could continue to be used, as this provides the most seamless in-page SharePoint experience.

Alternative Secure Embed (Rebuild Required)
A fully embedded and authenticated SharePoint dashboard experience could be achieved by recreating reporting within a platform such as Microsoft Power BI using monday data; however, this would require additional implementation effort and ongoing maintenance.

I’d be keen to know if anyone else has been able to enmed views without the generation of a public link, or any other workarounds.

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Hey Luke,

At the moment, the Share View functionality does require generating a public link in order to embed externally, and there isn’t a native way to embed a fully authenticated monday view directly inside SharePoint without that public access layer. So your assessment aligns with the current limitations.

The Teams-hosted approach is often the cleanest middle ground in environments with stricter controls, since access stays within Microsoft 365 authentication and conditional access policies. Direct monday access is also straightforward, but as you noted, it requires proper licensing and user management.

For organizations that need fully embedded reporting inside SharePoint without public exposure, rebuilding reporting in Power BI or another BI tool tends to be the more governance-aligned route, even though it adds overhead.

If you’d like hands-on help or want us to walk through this live, you can book a 1:1 paid 60-minute strategy session with our team here:
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4

Hi @luke_c

If the requirement is a fully embedded and authenticated SharePoint reporting experience with zero public exposure, then rebuilding the reporting layer in Power BI is the most governance-aligned solution. By leveraging the monday API with Power Query, bringing the data into Power BI is largely a one-time setup. From there, scheduled refreshes can automate data updates. Ongoing effort typically centers around maintaining data quality, accommodating structural changes, and implementing any new reporting needs - which is standard BI lifecycle management rather than constant rework.