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How to organize a client portal for a marketing agency

Vinícius Custódio
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April 1, 2024

Hello

I have a Digital Marketing agency and I want to create a Trello board for all my clients to monitor the progress of the work being carried out with each of them.

Is it possible for me to create just one Trello and create a card for each customer so that only they can view that card?

And is it also possible to create a CARD for each customer and limit its viewing within the board?

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milynnus
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April 1, 2024

@Vinícius Custódio 

Cards are visible to all board members. You can use Hipporello Share Card power up and client will only see the cards on the portal. 

Vinícius Custódio
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April 2, 2024

@milynnus 

if I want to share the board with all my clients, and I want them to view only one card and not the others as "observers", can I do that?

milynnus
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April 2, 2024

@Vinícius Custódio 

An observer is a board member so all cards can still be read by an expert observer. 

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