Click the ACME Inc logo
Clicking the ACME Inc logo will navigate you to the main workspace dashboard, allowing you to access features like 'Recents', 'Content', and 'Collaborators'.
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How to customize account settings
In this how-to guide, learn how to effectively customize your account settings in monday.com, from navigating to your workspace dashboard to managing user roles and configuring…
viktoriaIn this how-to guide, learn how to effectively customize your account settings in monday.com, from navigating to your workspace dashboard to managing user roles and configuring sign-up preferences. Follow the step-by-step instructions to enhance your account management and tailor the dashboard to suit your team's needs.
Step-by-step Guide7 steps
Click the Administration option
Clicking on 'Administration' opens the administrative settings where you can manage user roles, permissions, and other administrative functions for your account.
Loading screenshot…100%Click the General option
Selecting the 'General' option takes you to the main settings for managing user sign-up and login preferences in your monday.com account.
Loading screenshot…100%Click the Account section
This will open the settings related to account management, allowing you to configure user products and authentication options.
Loading screenshot…100%Click 'Choose a dashboard' to select
Clicking 'Choose a dashboard' will allow you to select the default home page for everyone in your account, enabling customization of the main dashboard view.
Loading screenshot…100%Click the Export button
Clicking this button will allow you to export account data, including files attached to board columns, enhancing your data management capabilities.
Loading screenshot…100%Click here to export account data
This will initiate the export process for your account data, allowing you to download files attached to board columns and updates for a faster export.
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