Sharing board with clients - but not publicly

[Shelley Holmes]

Hi

I would like to share a board with clients (so they can copy the board and then use themselves).

I don't want them to be able to modify the board in my account, but of course be able to modify once they've copied to their own account.

Because the board will contain information/work flows that they have paid for as part of a course, I don't want this to be a public board. 

Is there any way to do this?

Thanks

Shelley

[Shelley Holmes]

Hi Ben

I'm still very new to Trello - so not really sure what you are suggesting.

However, this isn't a one-to-one client interaction, but one to many.

So I'd really like to post a link (in the course) to the Trello board that people can then copy to their own account. But I just can't quite figure out how that's done - and I couldn't readily find an answer in the help section. :(

Thanks

Shelley

[Benjamin]

Hi @Shelley Holmes ,

I thought you were referring to Jira since this was posted with a tag of Jira-Cloud. It is best to post your Trello question under the Trello Product Group. 

Just incase the community ask similar questions like yours, they will be able to find it under the right product. Plus, there will be more Trello experts there to help.
 

Here's the Trello area:

https://community.atlassian.com/t5/Trello/ct-p/trello

Thanks,

Ben

[Shelley Holmes]

Thanks Ben - not sure how I ended up in the wrong area :( But have reposted in Trello. I appreciate your kind help.

[Benjamin]

You welcome. Hopefully you find your answer there.

Here's something that might help you along the way. You may just copy a board you have and just transfer it to your client:

https://support.atlassian.com/trello/docs/how-to-transfer-boards-to-a-new-account/

[Benjamin]

Hi @Shelley Holmes 

You could possibly do this if your client is user on your instance. You just give them view access to the board filter and only browse project permission to your project.

or you can just copy the board for them and just add their account permission to the board.

Thanks,

Ben