Front-end Management Features
User Lists can be designated as Management Lists, which would allow them to manage certain functions on the front-end of the platform. To create and manage these lists, please see our guide on User Lists.
This guide is from the front-end users’ perspective on how to manage entity and content functions.
Important
Please do not share this link directly with front-end users as this guide needs to be edited to remove information that is specifically for Admins.
Managing Discussions
Managers are able to moderate Discussions and Replies within the Discussion block once these settings have been configured by admins. You can see how to set this up in this video.
Managers are able to do this by viewing a discussion thread or reply and clicking on the Post setting button on the top-right:
This will bring up a menu, allowing them to select whether to Delete or Edit:
If deleting, the user will be prompted to Confirm this selection:
If editing, this will bring up a pop-up window for editing and saving the comment:
NOTE: Front-end users will always be able to Edit and Delete their own discussions and replies, and all users are able to Report a discussion thread or reply, no matter their permission settings.
Managing Memberships
Managers are able to manage membership applications within their entity, once they have been assigned as a Manager in the relevant User List. You can see how to set this up in this video.
An example of managing memberships can be found in the Groups concept, within the page Manage group, Manage member applications tab.
To manage an application, apply to a moderated application within Groups and navigate to this page.
Any outstanding application will appear within this area.
Viewing an Application
To review the answers to a membership application, simply click on 
.
Actioning an Application
If you are viewing the application in the Membership Request table, click on 
If you are viewing the application answers, click on the Update Status dropdown and choose accepted or rejected.
The withdrawn option will ignore the application and revert it back to Join, as if the user had never applied.
This is not recommended to use by Manager (only admins). Our recommendation would be to reject the application instead and message the user on the reasoning why.
The completed option is not applicable for Memberships and should be ignored by Managers.
Accepting the application will change the status from Applied to Accepted. When the page is refreshed or revisited, the application will be removed from the table.
Creating new Events
Leaders are able to create events within their entity, once they have been assigned as a Manager in the relevant User List.
An example of user-created entities can be found in the Groups concept, within the page Manage group, Create events tab.
To create a group-specific event, click on Add new.
This will bring up a pop-window which Managers will need to complete.
Once the relevant information is filled in, click Save all to submit the new event:
Once submitted, Managers can Edit or Delete this event within this table using the Actions:
The event will appear on Depending on the settings for the user-created templates.
Moderated Entities
Moderated entities i.e. content that requires an admin to approve and publish, will appear to the Manager who created it as so:
This content cannot be clicked on until approved by the admin, and no other user will be able to see it in the directory until the visibility and page settings are updated.
Non-moderated Entities
Non-moderated entities i.e. content that is automatically published, will appear to front-end users in the directory as soon as the Manager submits it:
NOTE: If your platform’s Manage group page has a different set-up and you would like yours to match this guide’s depiction, please contact us through your Monday.com board, and we would be happy to configure this for you without charge.
For any questions not answered in these guides, please contact the Client Success Team via your Monday.com Support board.