Board access

Question

Hi there ;

I’m trying to find a way to give access to only one board of an application ;
To be more specific :

I have the application "Budget", where the overall budget of the company is.
In this application, I have multiple boards and I want to give access to (2 people) to only one of the boards (where they will find their own budget) but I don't want them to see the other boards (they don't have to see them).

How should I do it ?

Thx in advance

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Best answer by Benoit 23 May 2024, 16:25

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Benoit · Accepted Answer

Hi Marie,Here is a process you can follow:1 - Create a dedicated Role for these user where, by default, they have None Board permissions.2 - Create a new metric of type permissions and structured by the User dimension3 - Use a formula to target your new Role and give it the relevant PermissionsFor Can configure permissions, the. formula isif('Users roles' = Role."Role for 2 people" , permissions("{\"configureBoard\":true,\"postConversation\":true,\"openBoard\":true}"), blank)For Can comment permissions:if('Users roles' = Role."Role for 2 people" , permissions("{\"postConversation\":true,\"openBoard\":true}"), blank)For Can open permissions:if('Users roles' = Role."Role for 2 people" , permissions("{\"openBoard\":true}"), blank)4 - Go to your application’s settings, Board access configuration and add a new rule of permissions for boardsSelect your new metric and target the relevant boardsCongratsYou’re all set!You can review the configuration in the Board access tab, by Board or by Member.Enjoy! 😉

Benoit · Answer

Hi again,Board access and data access are two different things.You can have access to the data and not to a board and the opposite way as well.Here you have to configure your Access Rights for these people so they can read the appropriate data.I’d recommend you reading this article to know more about Access Rights.Hope this helps.Best,