Boards Shared With Friends? But How?

[Cindy Lucas]

I need to share a board(s) with clients and I see a option that says "If clients, contractors, or friends are added to team boards, they'll appear here." but it doesn't say how. All I see is an option to invite a team member via email (no link). 

I need to create a tester account for clients. 

[Jodi LeBlanc · Accepted solution]

Hi @Cindy Lucas this link also tells you about the observer option if your team has Trello business class. It is great to enable your clients to have read-only accessto a board.

https://help.trello.com/article/791-changing-permissions-on-a-board

Thanks!

Jodi

[marc -Collabello--Phase Locked-]

Hi Cindy,

In order to share a board with others, you need to open the board and the board menu. Choose "Invite" and you should see something like:

Here you can use an email to invite others, or give them a special link, which is below the email field.