Hi,
We use a number of external freelancers on our projects. We also have large clients with which we have a number of various projects on going. Our freelancers may work within the same client, but on different projects within that client. We set up a Board as the client and then groups as the client projects. I would like the freelancer who is working on that group project to only have visibility/limited function of that group he/she is working on and not be able to view any other group within the Board. Is this possible, or can these permissions only be set at Board level?
Hey @DSoutham,
Firstly, welcome to the community!
This is not something which we have available right now and so your request is similar to this one:
We’ve reported the feedback we’ve received about extending the “hide” permission we have currently on column level to hiding items/groups on a board, either limiting to those assigned or to a specified list of users on the board.
We don’t have plans to add this immediately but it is being considered for future enhancements to the permissions so watch this space!
In the meantime, would it work to have a board per project and use a column to indicate which client the project is for/folders to achieve this?
Thanks Julia for the response, me and my team have been working on it this morning and it seems the best way to do this is to create folders (which are our clients) and have shareable boards (being the projects) inside each folder. Our freelancers are invited as guests to the board they are working on, therefore not having access/view to any other board/project. For now it seems to be the only option, but we look forward to see new developments.
Great, thank you for updating and yes, I think this can be the most sensible solution for you! We’ll be in touch if we decide to develop permissions you’ve requested
@DSoutham Just jumping into say I’m a Project Manager that works with lots of clients within multiple agencies, and this is the best use-case I’ve seen, you’re on the right track (Folders for clients -> Boards for different aspects of client work that you invite freelancers to as guests). In our line of work (Web Marketing) we find it’s helpful to have a “management” board at the top top of each folder with general tasks and larger sprints/goals, and then other, more structured boards that freelancers and I work directly with (Blog Content, Website Development, Social Media, etc.)
Thank you @lellieie for jumping in and offering that assurance
Would absolutely love to see how you work with some examples boards in our “monday.com for” category if you have some time to share?
Hello, @Julia-monday.com I also share the need for limiting permissions for external guests. But as a newbie looking to prototype a new PM framework with workflows for potential deployment in the organization that I’m working with, I am stumped by not being able to control permissions for users. As an admin I would not want users to be able to delete or rename boards, or add/change integrations. As I understand I can bury the automation in hidden columns, but not having more granular permission levels opens up risks to unintended user errors with potential losses. Yes, recoverable from trash within 30d, but why go there? Perhaps I missed something under the admin settings?
Hi,
I really need to prevent guests from being able to download the board as an excel file!
Hello all
My question is simple. I have a project with several people and i want these people see ONLY the task they are assigned…
Somebody already had this issue ? An idea ?
Have a nice day
Hi @Seb300686
Thanks for the suggestion! I’ve moved your topic to this one as it was already something being discussed here. As you’ll see from the thread above, there’s another topic too which also touches on this.
It’s something we’ve taken to our product team to consider.
Let us know if you have any other feature requests
Cheers
Hy Julia-Monday
We have a board of the Weekly Progress Update where each member of the team is assigned a group and every item is the update of the respective team member in previous week. We want to have a column of ratings where team lead wants to give score to the progress of each member in the previous week. Team lead wants that this score value should be private betweem individual member and himself. I know that the there is the option of private boards but here we want to put a single column whose viewership can be controlled in each board.
I want to know that is there any plan by Monday.com to inlcude this limiting permission on the viewing columns in grounps of a board in the upcoming updates?
Hi all,
We have quite similar need here
Could we imagine to have a permission on view ? That would be nice to manage many different cases.
Cheer
Hi @WaseemRaza844 and @r.sironneau, good questions! We do have plans to release permissions on an item level later in 2020. In the meantime, have you thought about submitting this as a feature request on the Community page? https://community.monday.com/c/feature-requests I can see this would be relevant for a lot of use cases.
@TRB-monday.com Our content team really has a need for item-level guest permissions to effectively manage our freelance writers.
I see in May you mentioned making something like this available later in 2020 — has this been released? Or is it on the roadmap for anytime soon?
Thanks a lot!
Chris
@TRB-monday.com Hi there! I’m also following-up to see if there is progress on this. I spoke with a Monday rep back in late spring/early summer 2020 and there was expectation that a more granular permissions feature as described on this thread would be available by now. Is there any plan or progress? It’s critical to our decision to stay with Monday or look elsewhere. Thanks!
Josh
I have the same question. I need much more control over permissions for this to be usable. Right now it lacks several areas that have me looking at migrating our entire enterprise out.
I need to be able to assign permissions based on lines on a board. So you can only see lines you are assigned to.
This is currently in a limited test with a very small number of customers. However, line item permissions will be available only on Enterprise plans, so if you are not using Enterprise you’ll want to evaluate upgrading. If you’d like to know more about the Enterprise features and benefits, I’ll be happy to chat with you. Send a PM and we can set up a time.
We are enterprise customers
How do we get in that trial? Depending on how long it takes we could move on otherwise
Hi @jp12687ent - What I’ve heard in our partner meetings is that sometime mid Q1 it should start opening up to other Enterprise clients. Right now, it’s a closed pilot so no, there’s no way to get added.
I’ll keep my ears open for when other accounts can join and let you know here or with a private message!
Has this feature been released yet? Or will we have to make separate shareable boards for multiple guests?