What it gives
Managed access to a board: a role for a person, a team or the whole organisation, a public link with a password and an expiry, and revocation in one step.
When to use
- Invite a colleague with edit permission.
- Show the board to an external person without an account.
- Close access after the project ends.
- Transfer the board to another owner.
How it works
A role is granted on the board and is combined from sources: a direct grant, a team, the organisation. The strongest role applies. The capabilities of the role define what a person can do: read, edit, share, export, make a backup, run facilitation, manage the board, transfer it, delete it.
Example
Input: a board, a colleague without access. Action: Share → invite with the role Editor. Result: the colleague sees the board and can edit objects. A backup is available to them as an editor; PNG and PDF are available to the viewer role too.
What you can configure
- the role of each grant;
- enabling and disabling the link;
- the link password and its expiry.
Limitations
- A public link is view-only; export through it is forbidden.
- The Editor role can share the board only if the organisation policy allows it.
- A guest does not inherit organisation access: the guest receives personal access to the board.
Practical instructions
- Grant access and share a link — grant a role and enable the link.
Related capabilities
Public link, export, agents.