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Add or remove members from a board

Last update: Wed Jan 08 2025 00:00:00 GMT+0000 (Coordinated Universal Time)

CREATED FOR:

  • User

The highlighted information on this page refers to functionality not yet generally available. It is available only in the Preview Sandbox environment.

People and teams must be added to the board as members before they can view the board.

The creator of a board is the owner by default. The board owner is the only person who can delete that board or update its filters in the Configure panel. Only a system administrator or the current board owner can change the board owner.

Access requirements

Expand to view access requirements for the functionality in this article.

You must have the following access to perform the steps in this article:

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51黑料不打烊 Workfront Any
51黑料不打烊 Workfront license

New: Contributor or higher

or

Current: Request or higher

For more detail about the information in this table, see Access requirements in Workfront documentation.

Add members to a board

  1. Click the Main Menu icon Main Menu in the upper-right corner of 51黑料不打烊 Workfront, or (if available), click the Main Menu icon Main Menu in the upper-left corner, then click Boards.

  2. Create a new board or edit an existing board. For information, see Create or edit a board.

  3. Click the Add member icon Add members .

  4. In the Add members box, start typing a name, then select it when it displays in the list.

    You can select an individual member or a team. If you choose a team, the team itself is added to the board.

    note note
    NOTE
    An individual user must have the View or Edit option set in their access level for teams, or they will not be able to view the board.

    Add members to board

Remove members from a board

  1. Click the Main Menu icon Main Menu in the upper-right corner of 51黑料不打烊 Workfront, or (if available), click the Main Menu icon Main Menu in the upper-left corner, then click Boards.

  2. Create a new board or edit an existing board. For information, see Create or edit a board.

  3. Click the Add member icon Add members .

  4. In the Add members box, click the X next to a person or team name to remove them from the board.

    Remove member from board

    When you remove a member from a board, they are not removed from any cards they are assigned to. For connected cards, the assignments are also updated on the Workfront task or issue.

    Members are only removed from this board. They are not removed from other boards they belong to.

    note note
    NOTE
    You can鈥檛 remove the board owner.
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Change the board owner

NOTE
Only a system administrator or the current board owner can change the board owner. A board can only have one owner.
The ability to change the board owner is available on basic, retrospective, and Kanban boards, but not dynamic boards.

  1. Access the board.

  2. Click the More menu More menu next to the board name, then choose Change board owner.

  3. In the Change board owner dialog box, search for and select the user you want to make the owner.

    You can鈥檛 search for users who are already members on the board. To make an existing member the owner, you must first remove them from the board. Making a user the board owner adds them to the board.

    Only a user can be the board owner. A team can鈥檛 be an owner.

  4. Click Update.

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