Request Management - Redirect Admin emails

Feature requests
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1

Currently, when users request access or licenses in Monday.com, the default behaviour is to send individual approval emails to all administrators. This can quickly become overwhelming, especially in companies with hundreds of users. We often face challenges in tracking which requests have already been addressed by other administrators, leading to duplication of efforts and confusion.

Taking inspiration from other successful SaaS applications like Miro, I propose implementing a more flexible and customizable approach. Imagine being able to configure the system to handle different types of requests differently. For example:

  1. Send access requests to a specific email address designated for approval, ensuring centralized tracking and visibility.
  2. Automatically generate support tickets in JIRA or ServiceNow if SSO and/or SCIM are enabled, streamlining the process even further.
  3. Redirect specific request types to custom URLs or integrations, allowing seamless integration with existing tools and workflows.

By empowering administrators with these options, we can significantly improve our ability to manage access requests and license allocation in Monday.com. This will save time, reduce confusion, and enhance collaboration across our organizations.

Thank you for your attention and participation.

2

There are various ways to streamline this. but I will document the most complete way. If not using TEAM invitations, start.

  1. Create an Administrative Task Email account. This email will setup as a Workspace and all Board Owner
  2. Create 1st Team as Approvers. Assign Task Email as the owner of the team, and make it the only approver in that group. Setup 2nd Team as Admins, assign your Task email as Team owner, assign all your admin type people in this team turn on Owner flags.
  3. Add the 2 Teams to the Board invite as a team name.
  4. Delete the individual members from the Invite section. (they will not loose anything as the Team maintains them now)
  5. Use Approver Team for all Column Restrictions an make that the notification group for all approvers for automations.
  6. Setup a Mail Rules on the Task email account to suit your needs and work with your admin team
  7. Tell admin team members to use Notification section to reduce notifications even more.

Hope this starts to help.

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3

@Dailen I think this suggestion makes a lot of sense and I hope it gets implemented!

In the meantime, there are still third-party solutions out there that can automatically generate tickets in Jira or ServiceNow when items/tasks are created in monday. Unito can do that pretty easily.

Here’s a tutorial on syncing monday and ServiceNow if it helps!

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