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Some settings that you might want to consider are listed below; however, how you choose to configure your system should be a business decision and you may choose different settings to best fit your business needs.
Customer Access Limitations:
| Section | Item | Notes |
|---|---|---|
| Sidebar | View Archives | |
| Sidebar | View Segment Builder | |
| Sidebar | View Board Conversations | While you may want the customer to see the conversations on their own cards, they should not see all the board conversations |
| Administration | None | Partner users will not have the ability to administer your system regardless of the settings here |
| General | Add Shadow Lists | You will setup the system the way you want the users to see it. They should not be adding any shadow lists to your boards |
| General | Any Deletes | Unless you want your customers to be able to delete reference numbers, public filters, card contacts etc it would be best to only allow your internal users to delete |
| General | Archive Cards | If your customer wants to cancel an order it should be something that is done on your side not by allowing the customer to archive on their view |
| General | List Drag and Drop/List Pin | Either of these options will allow the customer to change the way your board looks. |
| General | Display Non User Relationship Cards | THIS MUST BE UNCHECKED UNLESS YOU WANT PARTNER USERS TO SEE ALL CARDS WITHIN A BOARD |
| General | Any Edit Fields | Allowing customers to edit information on the cards could be useful; however, it could also cause issues (allowing to edit card table) and should be considered by your business |
| Reports | Any fields | If you have reports that you would like your customers to access you should set the reports up including the filters and then restrict the partner customers from editing the filters or adding reports. |
| Hide Boards | If you are using shadow lists to display information from other boards but you don't want the partner user to see these original boards you should hide them |