How to Add, Edit and Remove Team Members in Your Monday.com Account

In Monday.com, adding, editing and removing team members is simple.

Please note: You need Admin access to accomplish this.

• Add a Team Member

• Edit or Remove a Team Member

• Edit a User Role

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Add a Team Member

1. On the Home page, click the Invite Members button on the top right side of your screen.

2. From here, you have 2 options:

1. You can send them a link to invite them to join

2. You can enter their email address

Please note that you have to select if they will have Member access which allows them to view, edit and participate in your Monday.com environment OR they can have Viewer access with is free.

3. Your team member(s) will receive an email like this where they will then click the green Accept Invitation button to get started.

4. They will then fill in their information on the screen and click the "I Accept Terms & Conditions" box.

5. They will then choose their role and department.

6. Once they are done, they will have access to the Monday.com platform for your organization.

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Edit or Remove a Team Member

1. On the Home page, click on your Profile picture on the top right side of your screen. Then click Administration.

2. On the left side of the screen, you will click Users.

3. On the right side you will select the user you want remove and click on the 3 dots.

4. If you would like to cancel an invitation or resend an invitation, you can only do this with users whose Status is pending. Click the 3 dots on the right and you will see different options for them. Select the option you would like.

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Edit a User Role

1. Lastly, you can also edit a User Role in this screen. To do that, click the drop down next to the user's name. You will see the options that you have. You can change their role at any point.

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Check out our Tutorial on YouTube!