Before installing the monday.com V2 integration, you need to make sure that your monday.com account has the required access rights and permissions.

You must have:

  • The Admin role for your monday.com account (or for the specific monday.com product being used).
  • Permission to create boards in the Main/default Workspace.

The steps below explain how to confirm both prerequisites.

Check if you have the Admin role

Steps:

  1. Log in to your monday.com account.
  2. Click on your name initials in the upper right-hand corner to open the menu options.
  3. Select Administration.
  4. Navigate to Directory → Users and search for your name in the user list.
  5. Verify that the User role column shows Admin.
    • If you use multiple monday.com products (for example, Work Management and CRM), ensure that you have the Admin role assigned for each product.
Important: If you do not have the Admin role assigned, contact your monday.com account administrator to request the role before starting the installation.

Check if you have board creation permissions in monday.com account (role based)

Steps:

  1. Log in to your monday.com account.
  2. Click on your name initials in the upper right-hand corner to open the menu options.
  3. Select Administration.
  4. Click on Permissions.
  5. Under the Admin role, go to the Boards section.
  6. Confirm that you have permission to Create boards.
Monday.com Integration dashboard to look for permissions.png

Check if you have board creation permissions in Workspace 

Steps:

  1. Log in to your monday.com account.
  2. Select one of the Workspace from Workspaces drop down menu. 
  3. Click on Permissions tab on right
  4. Select role assigned to you in workspace & in the role tab, go to the Boards section.
  5. Confirm that you have permission to Create boards.

 

Screenshot 2026-01-23 at 3.37.18 PM.png
Important: If you do not have permission to create boards, contact your monday.com account administrator to request access before starting the installation.

Workaround for Monday integration permission errors

If you encounter a permission error while installing or using the Aircall in monday.com, this may be caused by missing permissions on monday.com's end. Reinstalling the app can resolve the issue.

This workaround applies to users with admin rights and board creation permissions in monday.com.

Steps to reinstall the Aircall app

Step 1: Uninstall the Aircall: Call & SMS Integration App

  1. In your monday.com account, go to Administrator → Apps.
  2. Locate the Aircall App.
  3. Click the three dots (⋮) next to the app and select Uninstall.
Admin dashboard showing the Aircall: Call & SMS Integration app listed with settings menu open displaying options like Permissions and Uninstall..png
monday.com marketplace page for the Aircall: Call & SMS Integration app showing workspace installation options for all or specific workspaces..png
Important: Ensure the app is uninstalled from all workspaces. You can verify this by clicking the three dots (⋮) → Permissions to see if it’s installed in specific or all workspaces.

Step 2: Reinstall the Aircall app

  1. While reinstalling the Aircall App, please ensure you select "All Workspaces" as the option. 

    Screenshot 2026-01-09 at 11.17.12 AM.png
  2. Once the app is fully uninstalled from all workspaces, reinstall the Aircall App in your monday.com account.

Step 3: Retry the integration

  1. Go to your Aircall Dashboard --> Intergrations & API
  2. Try installing the monday.com integration again.
Note: Due to a permissions issue on Monday’s side, required permissions may not be properly returned, which can trigger a permission error. Reinstalling the app typically resolves this issue.