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each employee to only see their own cards

Caio Henrique Thomé Calanca

Good morning, I have a question

today our company with 16 members we are using trello for our operation. However, we ran into a problem

To explain further, we are an investment office, and each employee has their own clients

We would like a way to have just 1 board for all employees, but we'd like a way for each employee to only see their own cards

and that the team manager can see all the cards of all employees.

We didn't find this functionality in Trello, could you tell me if it's possible ?

Accepted answers

Andrea Crawford

Hi @Caio Henrique Thomé Calanca !

I think you should be able to achieve this by assigning each employee to the cards they are responsible for. And then when each employee views the board within Trello, have them filter the board by "Cards assigned to me" to only see their own cards.

Does this look like it will solve your problem?

Screenshot 2023-09-21 at 8.11.15 AM.png

All comments

Andrea Crawford

Screenshot 2023-09-21 at 8.11.15 AM.png

Caio Henrique Thomé Calanca

Hi Andrea, how are you?

Thanks for the answer. We saw that this is possible, but if the employee wants, he can remove this filter and see all the other people's customers.

If one day he enters a competitor's office, nothing will stop him from writing down the contact details of these clients and trying to contact them to steal from our office.

If there was some way to prohibit employees from disabling this filter, it would be very interesting for us

Andrea Crawford

Thank you for sharing more context - I understand your use case now. I don't believe there is a way to achieve what you're looking for with a single board. However, I wonder if the following setup would work for you:

- Create a separate board for each employee that is private, so they can only see their own work

- The team manager could use the Workspace table view to see work across all employees' boards and cards

It's not exactly what you're looking for, but sounds more similar to what you need.

Caio Henrique Thomé Calanca

ahh yes that's cool, I didn't know about this option

I saw that to use this tool we would need the paid version of trello

But then I have a question, would all employees who would have their board integrated into the table view have to have the premium subscription or does only the person who will access the table need it?

Because if everyone needed it, it would be unfeasible, it would be a very high value for the company