People and permissions

Reference Understand Account and Board roles Choose from PutBoard’s fixed ownership, management and content roles. Owners and Board managers · All plans How-to Invite a Board manager Give a trusted person the appropriate fixed role on one Board. Owners and Board managers · Community and Community Plus How-to Manage Account access Add Owners, all-board Managers or Billing Managers at the Account level. Primary Owners and Owners · Shared access: Community and Community Plus Guide Transfer Primary Ownership Move final Account responsibility to an existing verified Owner. Primary Owners · All plans