Share the board

Give other users access to the board

To share the active board with other users in the customer project:

1. Open the Board Menu in the toolbar (top-right) and choose Share with .

2. Fill in the following fields as needed:

   • Viewers - give read-only access to specific users. They can open and use the board.

   • Editors - give full access to specific users. They can open, edit and delete the board. They can also edit its sharing settings.

   • Public - give read-only access to all users in the customer project (easier than adding everyone to Viewers 😉).

3. Select Save to finish.

The active board will now appear in the Shared tab of the Search window for the specified users, or in the Public tab for everyone.

Note

Admins can view and edit all boards within the customer project.