Modifying permissions on Trello is a crucial duty for every Trello user seeking to oversee their boards and cooperate effectively with their team. In this guide, I will walk you through the procedure of altering permissions on Trello, providing my personal advice and recommendations throughout the process.
Understanding Trello Permissions
Before diving into the specifics of changing permissions, let’s first understand the different levels of permissions in Trello.
Trello offers three levels of permissions: Admin, Normal, and Observer.
- Admin: Admins have full control over the board, including the ability to add and remove members, change permissions, and delete or archive the board.
- Normal: Normal members can create and edit cards, labels, and checklists, as well as comment on cards.
- Observer: Observers have read-only access to the board and can only view the cards and their contents. They cannot make any changes or comments.
Changing Permissions on Trello
To change permissions on Trello, follow these steps:
- Open the Trello board for which you want to change permissions.
- Click on the “Show Menu” button located in the top-right corner of the board.
- From the menu that appears, select “More” and then “Settings”.
- In the “Settings” menu, click on the “Members” tab.
- You will see a list of all the members who have access to the board.
- Find the member whose permissions you want to change and click on their name.
- A dropdown menu will appear with the three permission levels: Admin, Normal, and Observer.
- Select the appropriate permission level for the member.
- Click the “Save” button to apply the changes.
It’s important to note that only board admins have the ability to change permissions for other members. If you are not an admin, you will not see the option to change permissions for other members.
My Personal Tips for Changing Permissions
Based on my experience using Trello, here are a few personal tips to keep in mind when changing permissions:
- Think carefully about the permissions you assign to each member. Giving too much control to someone who doesn’t need it can lead to confusion and potential issues.
- Regularly review and update permissions as your team and project requirements evolve. This ensures that everyone has the appropriate level of access and helps maintain an organized and secure board.
- Communicate any changes in permissions to your team members. It’s important to keep everyone in the loop and avoid any misunderstandings.
Conclusion
Changing permissions on Trello is a straightforward process that allows you to control access and collaborate effectively with your team. By understanding the different permission levels and following the steps outlined in this article, you can easily manage permissions on Trello and ensure that everyone has the right level of access. Remember to regularly review and update permissions to adapt to your team’s changing needs. Happy collaborating!