Manage user permissions

Learn how to change the permissions of users who are active collaborators on your board.

When you invite colleagues to your boards you need to already define the permissions they will have when they join. However, you can update these permissions anytime.

To do this click on your user icon in the upper left corner on one of your boards. A side panel will open and list all collaborators:

You, the owner, are listed at the top. If you have multiple owners assigned, they will also show at the top.

Next, you will see all users from a direct invite.

At last, there will be all the collaborators that gained access to the board by being members of the same Space the board was added to.

A list item will show

first and the last name
email
permission level
if the user is a guest
online status/ last visit to the board
modify permissions button

Alternatively, you can open the project details on the main page and update permissions from there!

Permission levels

Collaboard entertains the following permission levels:

Permission	Description	Rights
Owner	each board has at least one owner a board may have multiple owners grant ownership with care, it is a powerful role	all facilitator rights manage user permissions remove collaborators grant/ revoke ownership delete project save version restore version
Facilitator	a board can have an unlimited number of facilitators only advanced and enterprise users can become facilitators	all editor rights access to all facilitator tools share boards with facilitator permissons
Editor	a board can have an unlimited number of editors	all viewer rights add, edit and delete content on a board
Viewer	a board can have an unlimited number of viewers	read board content

Modify collaborator permissions

Option 1 - Single edit

Click the modify permission icon on a list item. A modal will open. Update the permission level from the dropdown menu and Save or remove the user from the board.

Option 2 - Bulk edit

Bulk editing is a very powerful means to quickly change the permissions of any number of users at once. Click the Modify collaborator permissions button.

A modal will open and present a table with all collaborators.

You can see

the users
their permissions
if they are allowed to become facilitator
if they are a guest
if they have joined the board via Space permissions

You are able to

filter and search users
bulk select all users
include yourself in the results
select any users you want to update via filtering and searching

Change permissions

can view and can edit may be applied to all users: guests and registered users from any plan
Facilitator can only be applied to users that have a checkmark in column facilitator allowed

Owner permissions cannot be granted in bulk editing mode.

a mixed selection of user types can only receive those permissions that are applicable to all users in that selection. Hence, if a guest is part of a selection, the users cannot be made facilitator:

How do multiple owners work?

You can assign additional ownership to any user, incl. free users. Free users, however, will not have facilitator permissions.
Single edit a user and grant ownership. The additional owner will show as a new list item.

Any project will always retain one owner. If you want to shed your ownership, you will first need to appoint a new owner.