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Sharing Projects & Permissions Controls

Learn how to mark boards as private or convert boards to shareable templates.

Updated over a week ago

I don't want all of my boards to be visible to my team members. How do I mark certain boards as private?

When viewing the board you wish to make private, click the project Settings button in the top-right corner of the screen. A window will appear with various sharing options. To mark a board you created as private, select the Privacy tab, click the checkbox next to the option that says Just me, then click the X to close the window. This will prevent the board from appearing on the dashboards of your other team members. On your own dashboard, you'll see a new section labeled Private Boards where all boards visible only to you will appear.

Manage privacy settings and access controls in Summit

Can share a copy of my project with someone else?

Yes! When viewing a board, click Settings in the top-right corner of the screen. A window will appear with a section labeled Share a copy. Click the Share a copy button and a unique link will appear. Click the Copy button next to the link to add a unique, shareable URL to your clipboard.

Once pasted into a browser, a read-only version of your board will appear with a yellow banner at the top of the screen. The events and layout of the board will be visible, but the project cannot be edited until it's added to a user's account.

The project can then be added to your account by clicking the Use this board button in the top-right corner of the screen.

How to share a copy of your project in Summit

๐Ÿ’ก Notes:

  • If you don't have a Summit account when choosing to create a new board from a copy, you'll first be directed to a page to create an account in order to access an editable version of the board.

  • If a Free user adds a new project to their account from a copy, it will become the active board associated with their account. Previously created boards (greater than 2) will be locked unless they upgrade to a paid subscription, which allows users to access and edit multiple projects.

Keep Reading: Privacy Mode

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