Shared guide

How to manage board owners

Step-by-step guide covering: Click the ACME Inc logo; Click the Administration option; Click the Directory section; Click the Board Ownership section.

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Step-by-step Guide11 steps
  1. Click the ACME Inc logo

    Clicking the ACME Inc logo will redirect you to the main overview of your workspace, displaying all relevant content and recent activities.

    Click the ACME Inc logo
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  2. Click the Administration option

    This will take you to the administration settings, where you can manage users, roles, and permissions within your workspace.

    Click the Administration option
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  3. Click the Directory section

    This action opens the Directory settings where you can manage account information and user access. Here, you can view and edit details related to your organization's directory.

    Click the Directory section
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  4. Click the Board Ownership section

    Selecting the Board Ownership section allows you to manage the ownership settings for your boards within your account. Here, you can adjust permissions and roles associated with board management.

    Click the Board Ownership section
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  5. Click Add new owner

    Clicking this button allows you to assign a new owner to the selected board, facilitating the management of board ownership within your team.

    Click Add new owner
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  6. Click Jane D in the New Owner dropdown

    Selecting Jane D from the dropdown will assign her as the new owner of the board, enabling her to manage its settings and permissions.

    Click Jane D in the New Owner dropdown
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  7. Click the Add new owner button

    This action allows you to designate a new owner for the selected board, managing board ownership effectively.

    Click the Add new owner button
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  8. Click the ACME Inc option

    Selecting 'ACME Inc' adds this organization as a new owner for the specified boards. This action allows you to manage board ownership effectively within your account.

    Click the ACME Inc option
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  9. Click the Add new owner button

    This action allows you to add a new owner to the selected board, facilitating management of shareable and private boards.

    Click the Add new owner button
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  10. Click the Add as an owner button

    This action will grant ACME Inc. ownership of all boards owned by Jane D, enabling shared access to features and resources.

    Click the Add as an owner button
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  11. Click the Got it button

    Clicking the 'Got it' button closes the notification confirming that you have successfully added an owner to the board. This allows you to proceed with other tasks within the monday.com administration interface.

    Click the Got it button
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