Adding Members Through Group Setup
If you have more than one board you want to grant access to or if you have multiple members that you want to allow access to different board you can achieve this using the groups screen.
- To start click on your name on the right side of the screen and click on the Admin menu option. If you do not see this option you do not have administrator rights to the system. You will need to reach out to your system administrator in order to manage groups.
- In the administration screen click on the groups option on the left side of the screen.
- If the group already exists, click on the edit button related to the group name in the screen. If you want to create a new group click on new group on the right side of the screen.
- In the group screen ensure that the members you want to give access to are in the left side of the screen. If they are not scroll through the users on the right side of the screen and click on the names you want to assign to the group. They will automatically move to the right side of the screen and be assigned to the group.
- Follow the same steps to assign the board(s) to the group. Click on the board that you want to assign to the group in the list that appears on the left side of the screen. It will move to the right side of the screen when it is selected.
- If you want to assign a specific group (other than administrator) to the members who are accessing the boards through this group, you can set that at the bottom of the screen.
- Press save at the top right side of the screen to save your changes.
It is important to note, that when you have a group, it will apply the changes at that moment in time. If your users is a member of another group which gets created, that has different role assignments to the same board as the group you are working with; the settings will be updated based on the last group that is saved.