I can open boards although I don't have access to the project (Consultant Plan)

@Trish McDonough -

If you are on the Consultant plan, the best way to segregate boards between different clients is to create a different Team for each client. 

Kiron

Thanks Kiron but tried that and it doesn’t appear to work.

I had a team before we set up the team on the consultant plan.  But my original team is still a free account.  If I try to create a new team, it asks me to agree to the reoccurring payment (I don’t even appear to be able to set up multiple free teams).

Thanks - I tried that and it worked. I’m still puzzled about the permissions for projects though and how they interact with board permissions.  Do you know if that is explained anywhere? Thanks!

@Trish McDonough - Great!

So, the Teams → Projects → Boards hierarchy.

Here are a few resources:

• Projects
• How to set up Miro Education if you teach multiple classes (a great post to understand how this person uses Projects as mini-teams in the Education Plan)

In summary

• Projects are kind of like folders.
• A board can be on exist in one Project at a time.
• You can use folders to organize boards.

You can add other team members to a project - e.g., you are on a Team Plan that only has one team, unlike the Consultant Plan which allow for multiple teams. And say you want to work on some boards with two others in your company, Joe and Jill, but don’t want anyone else to see those boards. Yes, you could set those board’s Share settings to Anyone at [TEAM NAME] → No access and then add only Joe and Jill at the board level:

However, say you need to pull two more people and then you add one more board. Well, then you would have to repeat the above steps for the two new folks and on the new board you would have to add all of the staff.

Instead, you could set the board to no access for the team:

Create a project and set its Anyone in your team[...] to OFF:

And then add Joe and Jill etc. as members to that project;

Now the following will happen:

1. You, Joe, and Jill will all see
   1. Test project
   2. Any boards in this project in your dashboard
2. No one else will see these boards or know they exist.
3. Any time you add (or move an existing board) to the Test project, Joe and Jill will see them too.

Hopefully that makes it all a bit more clear.