Board users

What is a board user

Board users are a group of people related to specific clients and client boards. Their access to client boards can be customized based on your business needs. 

To see all the board users with access to a board, go to the Clients module and click the Boards tab in a client’s page.

Select the board whose users you want to view.

Click the Users tab in a board. You will then be presented with the names and the client roles of all users with access to the board. You can also add a new role to existing users or grant access to the new users directly from this page. 

How to add a new role to an existing user

To add a new role to an existing user, go to the Clients module and click the Boards tab in a client’s page.

Select the board with the user that you want to add a new role to.

Click the Users tab in a board. Find the existing user you wish to add a new role to. Click … at the end of the selected user row and click add role.

A Grant Access modal window will pop up. Select the new role and click Grant Access.

Note! Roles defined under client boards are always relative. For instance, members of this particular board only have access to this board because of their given relative roles. The same members can also have non-relative roles that are defined in the Organization Configuration, like client members, testers, and client leads which determine their other restrictions or permissions across the same client board. 

How to grant access to users

To grant access to users, go to the Clients module and click the Boards tab in a client’s page.

Select the relevant board.

Click the Users tab in the board and then click Grant Access. 

A Grant Access modal window will pop up. Select users and the roles to add. Click Grant Access once done. 

Note! Users are defined in the Users module. Roles are defined in the Organization Configuration by an administrator.