# Board members, roles and access (/docs/kanban/board-members)

Boards are shared with their members only. Each member has a board role, from **Project manager**, who runs the board, to **Guest**, who only reads. The project manager also decides whether members see every card or only their own.

- **Who can use it:** Everyone on a board can open **Members and roles** to see who's on it. Adding and removing people, changing board roles and choosing who sees which cards is for the board's project manager, and needs the **Manage board members** permission (Owners, Admins and Members by default). Owners and admins see every board and act as its project manager. Anyone else sees the dialog read-only, with "Only the project manager changes who's on it." See [Roles and permissions](/docs/settings/roles).
- **Before you start:** People must be in the workspace before you can add them to a board ([Members and invites](/docs/settings/members)).

## Open Members and roles [#open-members-and-roles]

On a board, click the row of faces next to the board's settings button, or open the **⋯** menu and choose **Members and roles**. You can also click **Manage** on the **Members** panel of the **Overview** tab.

![The Members and roles dialog for Q4 website launch: Who sees which cards set to Only their cards, five members with their board roles, and the note that everyone in the workspace is on this board](/screenshots/board-members/01-members-dialog.webp)

The dialog lists every member with the number of cards assigned to them, their board role and a button to remove them.

## Board roles [#board-roles]

| Board role | What it's for |
|---|---|
| **Project manager** | Runs the board: members, roles, statuses, and assigns any card. |
| **Designer** | Design work: visuals, creatives, layouts. |
| **Developer** | Build work: code, integrations, fixes. |
| **Copywriter** | Words: captions, articles, scripts. |
| **Marketer** | Campaigns, posting and promotion. |
| **Sales** | Leads and deals. |
| **Reviewer** | Reviews and approves work. |
| **Member** | Works on the cards they're given. |
| **Guest** | Reads the cards they can see; changes nothing. |

Designer, Developer, Copywriter, Marketer, Sales, Reviewer and Member all work the same way; the name says what the person does on this board. A board can have several project managers, and always keeps at least one.

### What each board role can do [#what-each-board-role-can-do]

| Action | Project manager | Work roles (Designer … Member) | Guest |
|---|---|---|---|
| See the board | Yes | Yes | Yes |
| See cards | Every card | Every card, or only their own (see below) | Same as work roles |
| Add cards | Yes | Yes | No |
| Edit, move and attach files to a card | Every card | Cards they created or are assigned to | No |
| Assign people to a card | Every card | Cards they created | No |
| Delete a card | Every card | Cards they created | No |
| Comment | Yes | On cards they can see | On cards they can see |
| Save views | Yes | Yes | Yes |
| Change board settings, statuses, dates, lead and milestones | Yes | No | No |
| Manage members and roles | Yes | No | No |
| Share public links | Yes | No | No |
| Delete the board | Yes, with **Delete boards** | No | No |

Your workspace role applies on top of this: a board role never gives you more than your workspace permissions allow. For example, a Viewer added as a project manager still can't change anything, because the Viewer role can't edit cards. The workspace permissions for boards are listed [below](#workspace-permissions-for-boards).

## Change someone's board role [#change-someones-board-role]

In the dialog, open the select next to the person and choose a role. The change applies straight away.

![The board role list open for Jonah Weiss: Project manager, Designer, Developer (ticked), Copywriter, Marketer, Sales, Reviewer, Member and Guest](/screenshots/board-members/02-board-roles.webp)

If they're the board's only project manager, the change is refused with "A board needs a project manager. Make someone else one first."

## Add someone to a board [#add-someone-to-a-board]

<Steps>
<Step>

### Choose the person and their role [#choose-the-person-and-their-role]

Under **Add someone**, pick a person in **Choose a workspace member** and their board role (it starts on **Member**).

![The Add someone row on Social content with Tomás Herrera chosen as a Guest, next to the Add button](/screenshots/board-members/03-add-someone.webp)

</Step>
<Step>

### Add them [#add-them]

Click **Add**. A message confirms it, for example "Added Tomás Herrera" with "Guest on Social content." under it. The board now shows up on their Kanban page.

</Step>
</Steps>

When everyone in the workspace is already on the board, the dialog says "Everyone in the workspace is on this board. Invite more people in Settings → Members." See [Members and invites](/docs/settings/members).

## Remove someone from a board [#remove-someone-from-a-board]

Click the remove button at the end of the person's row and confirm with **Remove from board**. They lose access to the board, and any cards assigned to them become unassigned (each of those cards notes it in its activity).

![The confirmation Remove Tomás Herrera from Q4 website launch? They lose access to the board, and their 1 card becomes unassigned.](/screenshots/board-members/04-remove-member.webp)

The board's only project manager can't be removed until someone else is made project manager.

## Choose who sees which cards [#choose-who-sees-which-cards]

Under **Who sees which cards**, choose:

- **Only their cards**: members see the cards they're assigned to or made. The project manager sees every card.
- **Every card**: everyone on the board sees every card; they still change only the ones they're on.

New boards start on **Every card**. With **Only their cards**, numbers on the board (counts, progress, the overview) cover only the cards each person can see.

<Callout title="Public links show every card">
A board's public link shows every card on it, whichever option you choose here. See [Share a board or card with a public link](/docs/kanban/share-boards).
</Callout>

## What people see without access [#what-people-see-without-access]

A person who isn't on a board doesn't see it on the Kanban page. If they open a link to it, they see **You're not on this board** ("Boards are shared with their members only. Ask the board's project manager to add you.") and an **All boards** button.

![You're not on this board, with an All boards button](/screenshots/board-members/07-not-on-board.webp)

Guests, and anyone whose workspace role can't add or edit cards, see a **View only** notice under the tabs: "Your role can view this board but not add, edit or move its cards." **New task** is greyed out, there's no composer or **Add task**, and cards can't be dragged.

![Q4 website launch for a guest: the board status as a plain label, New task greyed out and the View only notice above the columns](/screenshots/board-members/06-guest-board.webp)

Members who can't change the board still open **Members and roles** to see who's on it, without the selects, remove buttons or **Add someone**:

![Members and roles read-only, with each person's board role as a label and the note Only the project manager changes who's on it](/screenshots/board-members/05-read-only-members.webp)

A card on a board where members see only their own cards says **This card isn't shared with you** to anyone else who opens its link, with **Back to** the board.

## Workspace permissions for boards [#workspace-permissions-for-boards]

Workspace roles decide what people can do on any board, on top of their board role. Owners and admins can change them in **Settings → Members & roles** ([Roles and permissions](/docs/settings/roles)).

| Permission | What it allows | Owner | Admin | Member | Viewer |
|---|---|---|---|---|---|
| **View boards** | See the boards they're a member of and the cards on them they're allowed to see. Owners and admins see every board. | Yes | Yes | Yes | Yes |
| **Add cards** | Add tasks, posts, leads and campaigns to a board, including from a contact's record. | Yes | Yes | Yes | No |
| **Edit and move cards** | Change a card's fields, checklist and linked contacts, and move it between statuses. | Yes | Yes | Yes | No |
| **Comment on cards** | Write comments on cards for the team. | Yes | Yes | Yes | No |
| **Schedule and publish posts** | Schedule social posts, publish them now or take them off the schedule. | Yes | Yes | Yes | No |
| **Save board views** | Save filters, sorting and grouping as a view on a board, and rename or remove saved views. | Yes | Yes | Yes | No |
| **Delete cards** | Delete cards and everything on them. | Yes | Yes | Yes | No |
| **Manage boards** | Create boards, rename them and add, edit, reorder or remove their statuses. | Yes | Yes | Yes | No |
| **Manage board members** | On boards they run as project manager: add and remove people, set their board roles and choose who sees which cards. | Yes | Yes | Yes | No |
| **Share public links** | On boards they run as project manager: create, reset and turn off view-only links to the whole board or to single cards. | Yes | Yes | Yes | No |
| **Delete boards** | Delete a board with all of its cards. | Yes | Yes | No | No |

When a role can't do something, its buttons stay visible but greyed out (such as **New board**, **New task**, **Move to** and **Schedule**), menu items it can't use are hidden, and keyboard shortcuts for them do nothing.

## Troubleshooting [#troubleshooting]

<Accordions type="single">
<Accordion title="Role not changed or Not removed">
The board needs at least one project manager. Make someone else project manager first, then change or remove the last one.
</Accordion>
<Accordion title="Someone can't find a card on the board">
With **Only their cards**, people see only cards they created or are assigned to. Assign them to the card, or switch the board to **Every card**.
</Accordion>
<Accordion title="The person I want isn't in Choose a workspace member">
They aren't in the workspace yet, or they're already on the board. Invite them from [Members and invites](/docs/settings/members) first.
</Accordion>
</Accordions>

## Next steps [#next-steps]

<Cards>
<Card title="Roles and permissions" href="/docs/settings/roles" description="Change what each workspace role can do." />
<Card title="Share a board or card with a public link" href="/docs/kanban/share-boards" description="Show a board to people outside the workspace." />
<Card title="Add and work on cards" href="/docs/kanban/kanban-cards" description="Assign people and move cards along." />
</Cards>
