Switching the individual connected to a Trello account can be beneficial when there are multiple users who require permission to view the same boards and cards. In this guide, I will lead you through the steps of changing the individual associated with a Trello account.
Step 1: Accessing Trello
To begin, you will need to log in to your Trello account. If you don’t have an account yet, you can easily create one by visiting the Trello website and signing up. Once you are logged in, you will be able to access your boards and settings.
Step 2: Opening Account Settings
Next, click on your profile picture or initials at the top right corner of the Trello interface. In the dropdown menu, select “Settings”. This will take you to the account settings page.
Step 3: Changing the Person
On the account settings page, you will find various options and preferences. Look for the section labeled “Personal Information” or a similar heading, depending on the Trello interface version you are using. Here, you should see an option to change the person associated with the account.
Click on the edit or change button next to the person’s name or email address. A dialog box or form will appear, allowing you to enter the details of the new person who should be associated with the account.
Fill in the required information, including the full name and email address of the new person. If the person already has a Trello account, make sure to use the email address associated with their account. If the person doesn’t have a Trello account yet, they will receive an email inviting them to join.
After entering the new person’s information, save the changes. Trello will update the account settings and associate the new person with the account.
Step 4: Communicating with the New Person
Now that you have changed the person on your Trello account, it is important to communicate with the new person and inform them about the change. Share any necessary login credentials, instructions, and expectations related to accessing and using the Trello boards and cards.
It is also a good idea to provide a brief overview of how Trello works if the new person is not familiar with the platform. This will help them get up to speed quickly and ensure a smooth transition.
Conclusion
Changing the person on a Trello account is a simple process that can greatly enhance collaboration and organization within teams. By following the steps outlined in this article, you can easily switch the person associated with your Trello account and ensure that the right individuals have access to the boards and cards they need.