Sharing & access
The right people. The right access.
Invite teammates, share boards and manage account access in Snappi. Understand workspace membership and board permissions before sharing work.
A CLOSER LOOK
Make space for
your next step.
Invite teammates, share boards and manage account access in Snappi. Understand workspace membership and board permissions before sharing work.
Start with the workspace.
Invite people who need to collaborate and choose the role appropriate to their responsibilities. An invitation can be accepted on the web or opened in the Snappi phone app. Review membership when people join or leave.
Read the guideShare the board deliberately.
Board access and workspace membership are related but distinct. Check who can view or edit the work and be deliberate about public sharing.
Read the guide
Review connected access too.
Keep an eye on connected accounts and AI/API access as well as human membership. If your organization has specific procurement or security requirements, discuss them with the Snappi team.
Read the guideGOOD QUESTIONS
A little clarity.
A confident start.
Does every workspace member have the same access?
Roles and board permissions determine what a person can do. Consult the sharing guide and the settings for the particular board.
Where can I ask about security requirements?
Use the contact page to describe your organization’s requirements and ask the team for the relevant information before making a decision.
What if something is deleted by mistake?
Boards, tasks, notes and most other things you delete go to Trash and can be restored for 30 days.