What can we help you with?

How to set up account permissions

Keep control of who can do what on your account by setting up account permissions. This type of permission allows you to manage easily who can use certain features. This article covers how to set up account permissions. Keep reading to learn more! 👇 


Note: This feature is only available in our Enterprise Plan


What permissions you can create on your account

You can set up permissions on the following features:

  • Upload files 
  • Broadcast boards 
  • Create main boards
  • Create private boards
  • Create shareable boards
  • Create integrations
  • Create automations
  • Create workspaces
  • @mention or subscribe all users on the account to an update or board
  • Export boards, activity log, search results and updates to Excel

We are planning to release more advanced account permissions in the future so stay tuned! 😊


Where to find account permissions

In order to set up permissions, you need to be an admin of the account. Click on your avatar located at the bottom right of the screen and select admin as below: 


Once on the admin tab, select permissions as seen below: 


From there, you will be able to select who can use certain features on your account.


Setting up board permissions

You can also set up permissions for each of your boards through our permissions center. Check out this article to learn more about it. 


If you have any further questions please don't hesitate to reach out to us at [email protected]! We are here for you 24/7.