Share Board

Note that a shared board is available to a group of module users. You can compose the group as follows:

  • Users: You can directly select one or more users.

  • VDB groups: You share the board with users who have access to the selected VDB group.

  • Roles: You share the board with users who have been assigned a role in the system.

  • Organizational unit: You share the board with users who are assigned to an organizational unit.

Of course, you can also combine this selection and, for example, select two organizational units and three users directly.

You have the necessary permissions to share a board. For more information, see the Administration chapter.

  1. Click > Home.

  2. Select the board in the board list that you want to share.

    3. The board appears.

  3. Click the gear icon in the upper right corner and then choose Edit from the menu that appears.

    4. The board is displayed in the edit mode.

  4. Click Board settings.

    5. The Update board dialog box appears.

  5. In the Access Rights area, select the users who you want to share the board with:

    1. Click the desired drop-down list.

    2. In the list that appears, select the roles, organizational units, or users.

    3. If you do not see the options you want, click Show more... at the end of the list or enter a keyword in the search field.

  6. Click Save board.

  7. Click Cancel.

You have shared the board.