Share a board with people

A person's role decides what they can do on every board. Share on a board lets you change that for one person on that one board.

Before you start

• You need to be an owner or admin.
• Per-member sharing is on the Growth plan. On Free and Starter, Spodus refuses a new grant and says which plan has it. Grants you already have keep working, and you can still change or remove them.

Things to know

• A grant overrides the person's role for that board only. Everything else still follows their role. See Roles and permissions.
• There are four levels:

• Turning a person's switch off removes their access. People without access don't see the board at all.
• You can't change your own access from this panel.
• The faces on the Share button show who can access the board.

Share a board

1. Open the board, for example CRM > Deals.
2. Click Share, next to Automate on the row with the views.
3. Find the person under Search people.
4. Make sure their switch is on.
5. Click their level and pick Full access, Can edit, Comment or View only.

The change saves straight away. To add someone who isn't in the workspace yet, click Invite to workspace.

Remove someone's access

1. Click Share on the board.
2. Turn off the person's switch.

Put someone back on their role

1. Click Share on the board.
2. Click the person's level.
3. Click Reset to followed by their role's name, for example Reset to Member role.

See every grant in one place

Go to Settings > Roles. Under Board access, each board with grants lists the people and what they can do.

• Click Clear next to a person to put them back on their role.
• Click Clear all, then Clear all access, to remove every grant on that board.

Related

• Roles and permissions
• Invite your team
• Spaces and boards
• Plans and billing