Members and permissions | Guide

Inviting members

On the member screen, enter an email address, choose a role, and press invite. They get an email, open the link, choose a password, and they are in.

The member management screen, where you invite people by email address — Member management. Somebody you invited shows as not signed in until they join.

The three roles

Three roles apply across the whole workspace.

Role	What they can do
Owner	Everything: workspace settings, adding and removing members, and issuing API tokens.
Admin	Manage members and every board. They are added to new boards automatically.
Member	Work on the boards they belong to. By default they can also create boards.

To limit board creation to admins, switch it in the workspace setting for who may create boards.

You can add your own roles

Sales, Office, Outside partner. Roles in your own words. Give one a color and a name, and you decide exactly what it can do on a board.

The role management screen, where you add roles beyond owner, admin, and member — Role management. A role you create can be called with @, which is useful for reaching a group at once.

Permissions per board

Separately from the workspace role, each board has four levels.

ManageBoard settings and adding or removing its members.
EditCreate, move, and change cards. This is ordinary work.
CommentRead and comment only. Cards cannot be moved.
ViewRead only. For the people who receive the report.

A board can also be set to be visible to everyone in the workspace, or only to the people you add. Boards about salaries or quotes belong in the second kind.

Working with people outside your company

Give each engagement its own workspace and an outside member sees only what is in that workspace. One person can belong to several workspaces and switch between them at the top left.

To go finer, hide individual fields.A field such as an amount can be shown only to the roles you choose. See what a card can hold.

Who did what

Cards created, moved, and deleted are kept in the workspace activity log. Login history is kept too, so anything you do not recognize can be checked. Deleted cards stay in the trash for 30 days, so a mistake is easy to undo.