Adding users to board without allowing them to see the board

Platform discussions
1

I have an odd request but It may make sense after I explain it.

We have a board that we use for billing that our finance dept needs. The need to use the people column as that is coming over from other areas. But the way it works is that you have to be assigned to the board for your name to be available. But the key is we do not want the end user to see this board.

Any ideas on how we can do this? Restrict them on the workspace level?

thanks!

2

Which product (CRM/Work Management, etc) and level (Pro/Enterprise) do you have?

Desiree - www.thecleverclovers.com

3

Hi Desiree

I have Enterprise edition. We have work management but not CRM.

Thanks

Best,
Larry

4

What about setting the workflow so that when the item moves to the board, instead of pulling the people column, that it instead uses a status or dropdown column with the ‘person’ column name.

5

We are doing that now but want to use the people column as we use it all over. We also don’t have to manually edit the status column as people come and go

Best,
Larry