Looking for a quicker way to share all newly created team boards or projects with a specific audience? Admins can customize the default sharing settings for boards and projects you and your team create, and share them from the very start with a particular level of access rights.
Available for: Starter, Consultant, Business, Enterprise, and Education plans
Set up by: Team Admins, Company Admins
How to configure default sharing settings
As an admin, feel free to adjust new boards' status to your workflow by going to your Account Settings > Permissions > Sharing settings section.
Note that sharing settings of individual boards and projects can be changed by their owners, co-owners, and editors. Users can share boards with team members and people outside the team. To learn more about sharing options, visit this article: Sharing boards and inviting collaborators.
Default sharing settings
Board sharing settings
By default, all newly created boards on paid and Education plans are set as private and can only be visible to their owners. Choose from the drop-down menu whether you want all new team boards:
- to remain private
- to become accessible to any team member with viewer, commenter, or editor rights
- to become accessible to any Enterprise account member, regardless of teams they participate in, with viewer or commenter rights
⚠️ All boards on Free plan are shared with the team by default and cannot be private.
⚠️ Company shared boards (on Enterprise accounts) do not appear on a dashboard unless users participate in the same team where the board is located. At the same time, all users of your Enterprise account can open such boards by a link, find such boards and open them from search results.
✏️ Team admins on the Starter, Consultant, Business, Enterprise, and Education plans can configure default board content settings.
Project sharing settings
Choose from one of the two options:
- you can either keep new Team projects private and not accessible to anyone but their owner or
- make them viewable for all members of your team so that the Project owner doesn't need to add users from the team manually
After setting the general sharing settings for all newly created boards or projects, you will still be able to customize the sharing settings on particular boards' and projects' menus.
✏️ Note that project access and board access complement each other and work at the same time: for example, if a board is not shared with the whole team but belongs to a team-view project, everyone in the team will be able to access the board.