We plan to create a board and share it among different clients. We do not want the clients to see other clients items. The goal is for the client to only see their items(requests).
I noticed all the board members are visible to a viewer. Is there anyway to prevent this? thanks!
At this time, Item viewing permissions are exclusive to our Enterprise plan at this time - which sounds exactly what you’re looking to achieve. You’re welcome to learn more via this article here: Item Viewing Permissions
As an alternative, if you’re on the Pro plan you can look into column permissions and restrict viewing of specific columns to certain users - Column Permissions. I understand this may not be the most ideal option for you, but would love to hear your thoughts
We have the enterprise plan. When a Viewer is in their board they have visibility to every member of that board. A Viewer of one client has visibility to all the other clients. Is it possible to hide this?
Ah, thank you for clarifying! I am afraid it isn’t currently possible to hide this information from viewers at this time. I hear your concern and will be sure to share your comments with the relevant team
Hi @user8537 — if you’re still looking for a solution, Softr might be the answer. It’s a no-code app builder that lets you build client portals on top of your monday.com data and set granular permissions on who sees what.
In this case, you could build one main client portal based on your monday board and then set conditional filters for logged in users that determines who sees what. More info on the integration here — let me know if you have any questions!