Workspace and Board Privacy Access

[pedro_martinez]

Hey all,

I wasn't sure how to find this in previous posts so I couldn't find if this was asked.

I am creating a Trello Workspace to manage a few processes with different clients in a startup project, however, I dont want the clients I add to have access not only to other boards (that I know it's fixed by adding members to the board) but to access to information of who else contact is part of the workspace.

Thank you!

[Hannah Humbert - Simpla Workflows · Accepted solution]

Hi @pedro_martinez ! Welcome to the community :) Just to make sure I'm clear on how you want to set things up, are you looking to create a board for each client and you want to ensure that the clients can only see information within their board and NOT access information from other clients? Is that correct? 

If so, simply sharing their board with them will achieve this. This will turn them into a guest rather than a workspace member. If this client only has access to one board, they would be considered a single board guest and would not be billed. A bit more info on guests here: https://support.atlassian.com/trello/docs/board-guests/

[pedro_martinez]

Hey Hannah,

Yes! I want clients to be able to access the boards I invite them to, but unable to see who else is in the workspace in case they want to add someone in the board.

[Hannah Humbert - Simpla Workflows]

@pedro_martinez they won't have access to any workspace information. All they'd be able to see is what's in the specific board they've been invited to. If you have a different email address, you could always try inviting yourself to a test board just to see what it looks like.

[pedro_martinez]

thank you!