Monday - OpenText Identity and Access Management Integration and Automation

Common Integration Use Cases Between Monday.com and OpenText Identity and Access Management

Monday.com and OpenText Identity and Access Management complement each other by combining work management with enterprise-grade identity, authentication, and access control. Monday.com helps teams organize and execute business processes, while OpenText Identity and Access Management helps ensure that only the right users can access the right workspaces, boards, and operational data. Together, they support secure, scalable collaboration across departments and external stakeholders.

1. Automated user provisioning for Monday.com workspaces and boards

When employees join, change roles, or leave the organization, OpenText Identity and Access Management can trigger updates to Monday.com access. New users can be provisioned automatically into the correct Monday.com teams, boards, and permission groups based on department, job title, or region. When a user changes roles, access can be adjusted without manual intervention.

• Data flow: OpenText Identity and Access Management to Monday.com
• Business value: Faster onboarding, reduced admin effort, and lower risk of inappropriate access
• Typical users: HR, IT operations, and Monday.com administrators

2. Single sign-on for secure access to Monday.com

OpenText Identity and Access Management can provide single sign-on for Monday.com, allowing employees to authenticate once and access their work environment securely. This reduces password fatigue, improves user experience, and strengthens security through centralized authentication policies such as multi-factor authentication and conditional access.

• Data flow: OpenText Identity and Access Management to Monday.com
• Business value: Better security, fewer login issues, and improved adoption
• Typical users: All internal Monday.com users, especially distributed teams

3. Role-based access control aligned to business functions

Organizations can use OpenText Identity and Access Management to define access policies that map to business roles such as project manager, marketing coordinator, creative reviewer, or operations analyst. Monday.com access can then be aligned to those roles so users only see the boards, dashboards, and workflows relevant to their responsibilities.

• Data flow: OpenText Identity and Access Management to Monday.com
• Business value: Stronger data segregation, simpler governance, and reduced overexposure of sensitive work
• Typical users: Security teams, department leaders, and compliance teams

4. Secure onboarding of external contractors and agency partners

Many organizations use Monday.com to collaborate with agencies, freelancers, and vendors. OpenText Identity and Access Management can manage temporary identities for these external users, enforce expiration dates, and control access to only the boards or projects they need. This is especially useful for marketing campaigns, product launches, and client delivery work.

• Data flow: OpenText Identity and Access Management to Monday.com
• Business value: Controlled third-party access and reduced risk from unmanaged guest accounts
• Typical users: Procurement, marketing, creative services, and project management teams

5. Access recertification for active projects and sensitive workflows

OpenText Identity and Access Management can support periodic access reviews for Monday.com boards that contain confidential information such as product roadmaps, customer data, or operational plans. Managers can review who still needs access, approve removals, and ensure permissions remain aligned with current business need.

• Data flow: Bi-directional, with OpenText Identity and Access Management driving review actions and Monday.com reflecting access status
• Business value: Improved compliance, reduced access creep, and better audit readiness
• Typical users: Compliance, internal audit, security, and project owners

6. Automated deprovisioning when employees exit or contractors complete work

When a user is terminated, transferred, or their contract ends, OpenText Identity and Access Management can revoke Monday.com access automatically. This prevents former employees or vendors from retaining visibility into active projects, client work, or internal operations after their engagement ends.

• Data flow: OpenText Identity and Access Management to Monday.com
• Business value: Faster offboarding, reduced security exposure, and consistent policy enforcement
• Typical users: HR, IT security, and identity administrators

7. Identity-driven workflow assignment in Monday.com

Monday.com workflows can use identity attributes from OpenText Identity and Access Management to assign tasks to the correct users or groups. For example, service requests, approvals, or campaign tasks can be routed based on department, location, or manager hierarchy maintained in the identity system. This reduces manual assignment and improves workflow accuracy.

• Data flow: OpenText Identity and Access Management to Monday.com
• Business value: More accurate task routing, faster approvals, and less operational friction
• Typical users: Operations teams, PMOs, and workflow owners

8. Audit trail correlation for access and work activity

Security teams can correlate identity events from OpenText Identity and Access Management with activity in Monday.com to understand who accessed which workspaces and when. This is useful for investigations, compliance reporting, and monitoring access to sensitive boards tied to regulated processes or strategic initiatives.

• Data flow: Bi-directional, with identity events from OpenText Identity and Access Management and activity context from Monday.com
• Business value: Better visibility, stronger governance, and faster incident response
• Typical users: Security operations, compliance, and internal audit