Unique boards for different users


Hi. I need to create one board and distribute it to employees. Each board must be uniquely linked so that employees don't see other users' changes. That is, there is a template of the board and each employee makes changes on his copy. And I as an administrator, see all these boards. Is it possible to implement this in a conceptboard?


3 replies

Userlevel 7
Badge +6

@Yuriy_Pachin -

This is possible in one of two ways.

  1. You would need to create each board from a custom template and add the employee needing access to it. This works well if there are few users. You should make sure not to share the boards with the full team.
  2. If there are lots of users, the other option is to ask the employees to create new boards using a custom shared template which you’d create and provide them the link to. They would then need to add you as a user to the share list for the boards. If they forget to do that, you wouldn’t see their boards so it does put more responsibility on them. They should make sure they don’t share the board with the full team.

Kiron

Kiron, thanks a lot

Userlevel 7
Badge +12

A few comments:

  1. If the admin/board owner is going to create boards for the users, creating a Custom Template is not required. The board owner can simply Duplicate the board the number of times required. This can be less steps then either creating a new board and adding the Custom Template or browsing to the Custom Template and creating a board from the template. 
  2. If this will be an ongoing occurrence, and there aren’t too many users, you could create a Project for each user, add that user to the project, and then any board you put in that project will be accessible to only you and and whomever you added to the project.
  3. And if you had a large number of board to create, you could automate part of the process using the Miro + Zapier integration app - this would allow you to specify a master/template board, and would create a new board from it for every entry in a Google Sheet/Excel sheet. 

In the use case outlined by the original poster, you would also want to configure the team’s Default Board and Project sharing settings so that only the person creating the board/project would have access to them - this is also known as “private boards” (or projects).

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