Super Admin (Me) – Full control over everything.
Managers – Can view and edit all items’ content but cannot modify the board structure (columns, automations, permissions, etc.).
Sales Team – Can only view and edit items assigned to them.
The issue is that Monday.com seems to only differentiate between Admins and Members, which does not allow for this level of permission control.
I need a detailed, thorough solution that ensures:
Managers can edit all items but not change board structure.
Sales Team can only edit their assigned items.
Is there a way to achieve this setup in Monday.com? If not, this limitation might force me to reconsider using this CRM.
Could you provide a precise solution that fully addresses my request?
First People column for the assigned member of the sales team (will only be able to edit the items they are assigned to)
Second People column in which you automatically assign a team containing all managers. Using the default item values feature you can add the team to every newly created item automatically. Which makes sure manager can edit all items.
The reason for using a team is to keep the list of manager easily maintainable. If a manager role changes or a new manager is added, you simply add them to the team and they’ll have access to all items instantly.
While this is an option, you’ll now have every manager notified with every update from every ticket. Not ideal.
It’d be much better if Monday.com allowed an additional level of board permission. That way we can have that level of separation where there’s board control, item control, and item viewing. This has been a repeated request, that I believe warrants change on Monday.com. Particularly for their Service OS product, where there’s even more likelihood of needing more levels as Matan described because now there’s a client that needs to view their items (don’t suggest using the portal, it’s buggy as heck and isn’t built in a way that allows automations to be used like the Updates section does).