How To Change Permissions On Trello

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Trello is a popular project management tool that allows users to collaborate and organize tasks in a visual way. One of the key features of Trello is its ability to assign permissions to different members of a team, allowing them to access certain boards or cards based on their role within the organization.

Introduction

In this article, we will discuss how to change permissions on Trello. We will cover the different types of permissions available, how to assign and remove them, and some best practices for managing permissions in your team’s Trello boards.

Understanding Permissions

Before we dive into changing permissions on Trello, it’s important to understand the different types of permissions available. There are three main types of permissions:

  • Administrator: This permission allows users to create and delete boards, add or remove members from a board, and change the visibility of a board.
  • Member: This permission allows users to view and edit cards on a board, but they cannot make changes to the board itself.
  • Observer: This permission allows users to view cards on a board, but they cannot make any edits or additions to the board.

Assigning Permissions

To assign permissions to a user on Trello, follow these steps:

  1. Open the board you want to change permissions for and click on the “Show Menu” button in the top right corner.
  2. Click on “Settings” and then “Members.”
  3. Find the user you want to assign permissions to and click on their avatar.
  4. Select the appropriate permission level from the drop-down menu and click “Save Changes.”

Removing Permissions

To remove a user’s permissions on Trello, follow these steps:

  1. Open the board you want to change permissions for and click on the “Show Menu” button in the top right corner.
  2. Click on “Settings” and then “Members.”
  3. Find the user you want to remove permissions from and click on their avatar.
  4. Select “Remove” from the drop-down menu and click “Save Changes.”

Best Practices for Managing Permissions

When managing permissions on Trello, it’s important to keep a few best practices in mind:

  • Only assign administrator permissions to trusted users who need to make changes to the board.
  • Use member permissions for most team members, allowing them to view and edit cards on the board.
  • Use observer permissions for external stakeholders or clients who need to view progress but not make edits to the board.

Conclusion

In conclusion, changing permissions on Trello is a simple process that can be done in just a few steps. By understanding the different types of permissions available and following best practices for managing them, you can ensure that your team’s Trello boards are secure and organized.