How to Make a Board Private
On the Board
To set a board to private, you’ll go to the board.
- Click on the Members 👥 icon in the upper right.
- At the bottom of the pop up, click Make Private.
If the board owner who creates the private board is removed as a user, the board will remain private.
Board Settings
- Click on the Settings ⚙️ icon.
- Toggle On Private Board.
How to Add Members to a Private Board
- Click the Members icon in the upper right.
- Type a user’s name in the text box.
- Select the user. They are added now!
How to Set Access for Users
- Click the Members icon in the upper right.
- Select the dropdown menu to choose the level of access.
Access | Description |
Edit | Full access to the board. Users can edit board settings and automations, make changes to cards, and delete any cards. |
Comment | View all cards on the board. Can comment on any cards. Cannot update fields or make any changes to the board settings or automations. |
Restricted | Limited access. Review the available settings with the board owner or administrator and verify visibility for the intended user. Do not assume that an @mention or ordinary saved filter grants access. |
Remove | Remove the user from the board. |
How to Set a Board to Public
- Click the Members icon in the upper right.
- At the bottom of the pop up, click Make Public.
Public refers to visibility within your Aptly organization, subject to user permissions; it does not mean the board is published on the internet. Review membership and access after changing this setting.
Board privacy and saved filters serve different purposes: privacy controls access, while ordinary filters narrow the display of records a user is permitted to see.