Roles¶
Member Roles¶
Boards has the following membership roles
Role | Description | Applicable for Community Membership |
---|---|---|
Owner | All members have full control over the Board. | Shared with Owned by |
Editor | All members have access to create new content, and edit all content. | Shared with |
Author | All members have access to create new content, and edit content they created. | Shared with |
Reader | All members can only read content (no create or edit). Any tasks they are assigned to, they can comment on and complete. |
Shared with |
Owners & Editors | Owners of the Community have Owner role. Members of the Community have Editor role |
Owned by |
Owners & Authors | Owners of the Community have Owner role. Members of the Community have Author role |
Shared with Owned by |
Owners & Readers | Owners of the Community have Owner role. Members of the Community have Reader role |
Owned by |
Community Owner Only | Owners of the Community have Owner role. Note: Community Members will see the title of the Board in the main list, but not be able to open/view/edit. |
Owned by |
Community Membership Types¶
Type | Description | Applicable Role Options | |
---|---|---|---|
Owned by | Boards created from inside a Community | ||
Shared with | Boards created standalone, and then shared with a community |
Migration Examples¶
When migrating from Activities, the permissions will be maintained. Below are some examples of permissions set in Activities and their equivalent in Boards / Activities Plus after migration.
Activity in Community¶
Activities | Boards |
---|---|
Owners & Members assigned the Owner role | Owner role is assigned to the entire community |
Members are Authors | Role is Owners & Authors as per above |
Members are Readers | Role is Owners & Readers as per above |
As above, with users specified | Each user is migrated with their role |
Members have NO access | Role is Community Owners Only as per above |
Standalone Activity¶
Activities | Boards |
---|---|