Permissions, Data Modeling & Governance in monday.com

How to build secure, scalable systems without slowing teams down. Learn why permissions are schema constraints, not security features.

How to build secure, scalable systems without slowing teams down.


Most monday.com accounts fail quietly.

Not because teams don't use them — but because the data slowly becomes unreliable, permissions become political, and nobody fully trusts what they see on dashboards anymore.

That breakdown almost always traces back to two things:

  1. Permissions were added reactively.
  2. Data modeling was never consciously designed.

This article explains how permissions and data modeling work together in monday.com, what the platform actually supports, and how to design systems that are safe, scalable, and still fast to use.


monday.com is a database with a user interface

monday.com is not a task manager. It is a collaborative database with a UI.

If this framing is new to you, read Why Monday.com Is a Database first.

Once you see it this way, every design question becomes simpler:

Those three questions drive everything else.


The core design principle

People should only be able to edit the data they own — but they should be able to see the data they depend on.

Everything else is implementation detail.


The four layers of permissions in monday.com

monday.com permissions exist at four levels:

1. Account level

Admin / Member / Viewer / Guest

Controls global powers like billing, security, and user management.

2. Workspace level

Open / Closed / Private

Controls visibility. For deeper patterns on workspace design, see Multi-Team Workspace Design.

3. Board level

Main / Private / Shareable

Controls access.

4. Board permissions

Controls who can:

This is where data integrity is enforced.


Layered data modeling

A scalable system has layers, not just boards.

Layer Purpose Edit Access
Systems of Record Clients, Products, Employees Very few
Operational Boards Projects, Tickets, Content Team owners
Shared Programs Cross-team initiatives Program owners
Dashboards Reporting Read-only

This prevents accidental corruption while keeping teams fast. For a complete overview of board types, see Understanding Monday.com Architecture.


Systems of Record: your truth layer

Systems of record define entities, not work:

They should be:

Use Connect + Mirror instead of copying values.

For implementation patterns, see Reference Boards.


Operational boards: your process layer

Operational boards define events:

They change constantly and should be editable by the team running the process — but should not redefine core data.

See Lifecycle Boards for workflow patterns.


Permissions as part of your schema

Permissions are not security — they are schema constraints.

Practical permission tiers

Tier 1 — Execution
Fast, collaborative, low risk.

Tier 2 — Coordination
Shared ownership, limited editors.

Tier 3 — Data integrity
Restricted, controlled, auditable.

Tier 4 — Sensitive data
Private, minimal access.


Designing around monday's limitations

monday.com does not support:

So you design around this by:

Instead of "locking harder," you architect better.

For board splitting patterns, see Intake vs Processing Boards.


Common failure modes

Mistake Result
Everyone edits systems of record Data drift
Everything locked Shadow systems
Copying instead of connecting Inconsistency
No ownership clarity Permission conflicts

A mental model that scales

Think of your monday.com account as:

Not as folders of tasks.

When you do that, permissions stop being political — and start being structural.


Final takeaway

Good permissions are invisible.

They quietly:

And they only work when paired with good data modeling.

You cannot design one without the other.


Summary

That's how you build monday.com systems that actually scale.


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Written by Rick Apichairuk

Founder, Monday Expert

Systems designer focused on building clear, scalable Monday.com architectures. Writes about board design, data modeling, and operational patterns used in real teams.

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