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Getting Started - How To Guide

01

Get your app

  • Login into your Monday.com account.

  • Copy the link sent and run it in the same browser tab.

  • Install or update the app.

02

Install your app

Marketplace.png
Installed Apps.png
  • Go to Monday.com marketplace Using the puzzle icon on the top right corner.

  • Click on "Installed Applications" tab.

  • Click "View App" on the CS/M application

  • Click "Use App". The app will install itself onto the selected workspace.

  • You Are Ready To Go!

03

Users & Permissions

  • Admins: 

    • The person who installed the app or later added as an admin.

    • Admin can view/edit anything.

  • All other Monday.com users

    • Can view and update data.

    • Some of the auxiliary mirrored columns that are used to create consistency between boards may not be visible to them, based on the App definitions. 

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