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Limit user permission / access to view cards they are included

Grupo Smart Leiloes October 16, 2023

my company intends to use trello as a CRM, where each card would be a unique customer (we may achieve dozens or hundreds of customers soon).

We intend to provide them access ONLY to their specific card (e.g. invited as viewer), because the cards will have customers sensitive information.

Is that possible?

We are looking for a solution using only one board.

2 answers

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Mike - Dreamsuite Consulting
Community Champion
October 17, 2023
Grupo Smart Leiloes October 17, 2023

Great Mike!! It may attend my needs! tks!

0 votes
Çiğdem Büyükaşik
Atlassian Partner
October 17, 2023

Hi @Grupo Smart Leiloes
Cigdem from Hipporello here. We have a Service Desk and Card Share Power-Up that many Trello users with clients use - for different use cases and needs. Feel free to book a demo through our website to speed up the discovery and onboarding process if you wish. 

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