Change the general access level of a Board
- Matt Kepple
You can change the general access level of a Board, i.e. choose who is allowed to view it
Steps
Go to the Progress Board by pressing My Apps in the top menu
Select Boards
You arrive on your first Board. If this is not the Board you want to view, select Switch Board and choose the Board you want to go to
On the Board, press the padlock icon
A dropdown menu appears
Choose the access level you want to set for the Board
General access levels for a Board
Who can see the Board
General access level | Board Admins | Board Members | Organisation colleagues who have not been added to the Board | Anyone with the Board’s web address link |
|---|---|---|---|---|
Board Team only | Yes | Yes | No | No |
Organisation Colleagues and Board team | Yes | Yes | Yes | No |
Everyone | Yes | Yes | Yes | Yes |
Who can do what with each part of the Board
Impact Cards
Part of the Board | View | Update |
|---|---|---|
See a card for a project or album metric | Anyone with general access to the Board | Anyone with general access to the Board |
Post an Update about a project metric | Anyone with general access to the Board | A project colleague of the project the card is about |
See Stories relating to a project metric | Anyone with general access to the Board; unless
| N/A |
See Tasks relating to a project metric | Anyone with general access to the Board | Only users who are assigned to those tasks can mark them as Done |
See Tips relating to a project metric | Anyone with general access to the Board | Organisation Colleagues can create a Tip tagged to that metric; unless
|