Boards Content and Member Management¶
Organisation administrators can view a list of all boards in their organisation, with actions available to manage these boards and their members. To access the new view in
-
a) Boards Cloud
On the Huddo Boards homepage / My Boards page, click your organisation on the left sidebar, then click the
Boards
tab to view the list of boards: -
b) Boards On-Premise
Open
Admin Settings
, then your organisationUnder
Content management
clickBoards
Sorting¶
The boards data can be sorted by clicking on the column headers:
Searching¶
Boards can be searched by board name or by owner.
Click the search icon to the left of the column name to search:
By Board Name¶
Type a board name to filter the results:
By Owner¶
Search for a group or user and then select an entity to show only boards that have that owner:
Show/hide archived boards¶
Archived boards can be shown or hidden by using the switch in the Archived
column header:
Edit members of a board¶
Members for each individual board can be viewed and modified by clicking the Edit Members
button on the right of the board row:
Selected board options¶
Clicking on a board in the list will select it. All boards can be selected using the top-most checkbox in the header. Once boards are selected, options become available to action on those boards:
Archive¶
Archive the selected boards.
Restore¶
Restore boards that are archived.
Manage Ownership¶
This action will show a dialog allowing new owners to be added and/or existing owners removed from the boards that are selected:
Delete¶
Danger
Use this action cautiously and at your own risk.
Delete the selected boards and all their data permanently.
Find and replace owner on all boards¶
It may be necessary to replace a board owner with someone else across all boards in the organisation, for example if an employee has left the company and the boards data needs to be accessed by their replacement. To do this:
-
Click the
Find and replace owner on all boards
button to bring up a dialog: -
Search for and select the current owner to replace and the new/replacement owner. Groups can be selected:
-
Click the
Replace Owner
button to confirm the owner replacement:Note
an undo action will temporarily appear at the bottom left of screen if you wish to cancel this action