Board Permissions Tutorial

Welcome to the Board Permissions Tutorial

In this tutorial, we’ll explore how to effectively manage board permissions to control what members can view, edit, or create. With the right permissions in place, you can ensure a secure and collaborative environment tailored to your team’s needs.

What Will You Learn?

This session covers:

• Accessing Board Permissions: How to locate and open the Permissions settings.
• Field Permissions: Setting column-specific access for viewing or editing.
• Viewing Permissions: Determining which tasks members can see on the board.
• Editing Permissions: Configuring the level of editing access for board members.

Why Are Permissions Important?

Managing permissions helps:

• Maintain data integrity by restricting unauthorized edits.
• Ensure focus by allowing members to view only relevant tasks.
• Delegate responsibilities while safeguarding critical board details.

By the end of this video, you’ll understand how to set up permissions to optimize collaboration and governance for your boards.

Let’s dive in!