Permissions
By default, Smart Templates emulates all the permissions and user types you’ve already configured on monday.com, including:
- Board permission
- Column permission
- Dashboard permissions
- Workspace permissions
- Account permissions
User types
You can configure and select who can use the features of Smart Templates according to their user type.
Users with any of these roles (Admin/Member/Guest) can do almost any operation with Smart Templates. However, a user with the Viewer role has limited, read-only access to Smart Templates.
Limitations:
| User type | Limitation |
| Guest |
|
| Viewer |
|
| Operations | Viewer | Member | Admin | Guest |
| Save template item | don't see the button | ok | ok | ok |
| Save template subitem | don't see the button | ok | ok | ok |
| Save template from context menu (item) | can't select an item | ok | ok | ok |
| Save template from context menu (subitem) | can't select a subitem | ok | ok | ok |
| Save template from context menu (group) | No available actions error | ok | ok | ok |
| Create template (apply) item | don't see the button | ok | ok | ok |
| Create template (apply) subitem | don't see the button | ok | ok | ok |
| Create template (apply) group | don't see the button | ok | ok | ok |
| Edit template | don't see the action in the menu | ok | ok | don't see the action in the menu |
| Duplicate template | don't see the action in the menu | ok | ok | don't see the action in the menu |
| Delete template | don't see the action in the menu | ok | ok | don't see the action in the menu |
| Preview | ok | don't see the action in the menu | don't see the action in the menu | ok |
| Search | ok | ok | ok | ok |
Board permissions
This is how Smart Templates emulates the board permissions by default:
| Board permission | Smart Templates |
| Edit everything on the board | All operations with Smart Templates are available. |
| Edit the board’s content without changing its structure | Only Preview and Search are available for the Smart Templates. |
| Only edit items or subitems that users are assigned to | Only Preview and Search are available for the Smart Templates. |
| Write updates on items only | Only Preview and Search are available for the Smart Templates. |
Board types
Smart Templates is available on all types of boards supported by monday: public, private, and shareable.