How can we help you?
Board Roles and Permissions
Board roles define what users may do when they open a board in a project or via an invite.
Opening a board from a project
If a user opens a board from a project they are a member of, their board role is determined by their project role and board ownership.
Opening a board from an invite
An invitation defines the board role the user will have.
Board Roles:
- Board Host: May control all aspects of a board session, including invites and their flow.
- Board Facilitator: Has many of a board host’s capabilities but focused on helping them manage the session and addressing attendee needs.
- Board Editor: May edit the board according to what the board host and board facilitator allow.
- Board Commentator: May chat, add new comments or respond to comments, but otherwise may not edit the board.
- Board Viewer:May chat but may not comment or edit the board in any manner.
Card Assigned:
A member or a guest that has been assigned to a Card, which can be:
- Responsible: responsible for a Card’s outcome.
- Collaborator: participates in the Card’s outcome.
- Supervisor: supervises any Card actions and must approve the completion of a task assigned to the card.
Owner:
The owner of an object, such as a comment or a card. The owner is typically the creator of the object; however, ownership may be transferred to another member.
Board role permissions are conditions:
| Board Action | Description | Board Host | Board Facilitator | Board Editor | Board Commentator | Board Viewer | Conditions | |
| Permit Editing | May edit the board | Yes | Yes | Yes | No | No | ||
| Participate in Polls | May participate in a poll | Yes | Yes | Yes | Yes | No | ||
| Create Polls | May create and open a poll | Yes | Yes | Yes | No | No | ||
| Export Board | May export the board | Yes | Yes | Yes | No | No | ||
| Create Slides | May created slides | Yes | Yes | Yes | No | No | ||
| Save as Template | May save a board as a template | Yes | Yes | Yes | No | No | Members or Guests | |
| Create Task Timer | May create a manage new task timer | Yes | Yes | Yes | No | No | ||
| Manage Any Task Timer | May manage any running timers | Yes | Yes | No | No | No | Timer Creator | |
| Bring To Me | May bring another member to their position on the board | Yes | Yes | No | No | No | ||
| Bring All To Me | May bring all to their position on the board | Yes | Yes | No | No | No | ||
| Manage Invite | May open and edit invitations for the board | Yes | No | No | No | No | ||
| Set Board Opening View | Set the starting opening of the board | Yes | No | No | No | No | Board Owner | |
| Start a Video Conference | May start a video conference | Yes | Yes | Yes | No | No | Members or Guests | |
| Permit Microphone | May use their microphone in a conference | Yes | Yes | Yes | Yes | No | ||
| Permit WebCam | May use their webcam in a conference | Yes | Yes | Yes | Yes | No | ||
| Permit ScreenShare | May screen share in a conference | Yes | Yes | Yes | Yes | No | ||
| Start a Presentation | May start a presentation | Yes | Yes | Yes | No | No | Members or Guests | |
| Take Presentation Control | May take control of the presentation | Yes | Yes | Yes | No | No | ||
| Permit Microphone in a Presentation | May use their microphone during a presentation | Yes | Yes | Yes | Yes | No | Presenters | |
| Microphone on by default in a Presentation | Whether the microphone is on by default during a presentation | No | No | No | No | No | Presenters | |
| Permit Webcam in a Presentation | May use their webcam during a presentation | No | No | No | No | No | Presenters | |
| Webcam on by default in a Presentation | Whether the webcam is on by default during a presentation | No | No | No | No | No | Presenters | |
| Open Library | May open the library | Yes | Yes | Yes | No | No | ||
| Add Library Content | May add content to the library | Yes | Yes | Yes | No | No | ||
| Delete Library Content | May delete content from the library | Yes | No | No | No | No | ||
| Download Library Content | May download library content | Yes | Yes | Yes | No | No | ||
| Open Chat | May open chat | Yes | Yes | Yes | Yes | Yes | ||
| Create Chat Message | May create chat messages | Yes | Yes | Yes | Yes | No | ||
| Delete Chat Message | May delete chat messages | Yes | Yes | No | No | No | Message Owner | |
| Mention Members or Guests | May mention those with project access | Yes | Yes | Yes | Yes | No | Members or Guests | |
| Add Comment | May add a comment to the board | Yes | Yes | Yes | Yes | No | ||
| Edit Comment | May edit comments | No | No | No | No | No | Comment Owner | |
| Delete Comment | May delete comments | Yes | Yes | N0 | No | No | Comment Owner | |
| Create Card | May create a card | Yes | Yes | Yes | No | No | Members or Guests | |
| Open Card | May open a card | Yes | Yes | Yes | Yes | No | Card Assigned, Card Owner, Board Host | |
| Add/Remove Card Responsible | May add or remove the person responsible for the card | Yes | Yes | Yes | Yes | No | Card Supervisor, Card Owner, Board Host | |
| Add/Remove Card Collaborators | May add or remove card collaborators | Yes | Yes | Yes | Yes | No | Card Supervisor, Responsible, Card Owner, Board Host | |
| Add/Remove Card Supervisor | May add or remove the person supervising the card | Yes | Yes | Yes | No | No | Card Owner, Board Host | |
| Assigned Responsible for the Card | May be assigned responsible for the card | Yes | Yes | Yes | No | No | Members or Guests | |
| Assigned Collaborators for the Card | May be assigned a collaborator for the card | Yes | Yes | Yes | No | No | Members or Guests | |
| Assigned the Supervisor for the Card | May be assigned the supervisor for the card | Yes | Yes | Yes | Yes | No | Members or Guests | |
| Delete Card | May delete a card | Yes | Yes | Yes | No | No | Card Owner, Board Host | |
| Edit Card Title | May edit the title of a card | Yes | Yes | Yes | Yes | No | Card Assigned, Card Owner, Board Host | |
| Edit Card Task | May set and edit the card task | Yes | Yes | Yes | Yes | No | Card Assigned, Card Owner, Board Host | |
| Edit Card Labels | May set and edit the card labels | Yes | Yes | Yes | Yes | No | Card Assigned, Card Owner, Board Host | |
| Add Card Comment | May add a comment to the card | Yes | Yes | Yes | Yes | No | Card Assigned, Card Owner, Board Host | |
| Edit Card Comment | May edit a comment in the card | Yes | Yes | Yes | Yes | No | Card Comment Owner | |
| Delete Card Comment | May delete a comment in the card | Yes | Yes | Yes | Yes | No | Card Assigned, Card Owner, Board Host | |
| Add Card Step | May add a step to the card | Yes | Yes | Yes | Yes | No | Card Assigned, Card Owner, Board Host | |
| Edit Card Step | May edit a step in the card | Yes | Yes | Yes | Yes | No | Card Assigned, Card Owner, Board Host | |
| Delete Step | May delete a step to the card | Yes | Yes | Yes | Yes | No | Card Assigned, Card Owner, Board Host | |
| Add Card Attachment | May add an attachment to the card | Yes | Yes | Yes | Yes | No | Card Assigned, Card Owner, Board Host | |
| Edit Card Attachment | May edit an attachment in the card | Yes | Yes | Yes | Yes | No | Card Assigned, Card Owner, Board Host | |
| Delete Card Attachment | May delete an attachment from a card | Yes | Yes | Yes | Yes | No | Card Assigned, Card Owner, Board Host | |
| Open Card Attachment | May open an attachment on the card | Yes | Yes | Yes | Yes | No | Card Assigned, Card Owner, Board Host | |
Plan Availability: Free*, Standard, Premium