Multi-Board Guests

👋 Check out our article on Board Guests to learn more about Guest permissions and free Single-Board Guests!

Multi-Board Guests are users that are not a member of the Business Class Team but have been invited to more than one team board. 

Like team members, Multi-Board Guests can be added to unlimited team boards. Also like team members, if a user ceases to be a Multi-Board Guest during a billing term, then the seat will become available for a new billable user (either team member or Multi-Board Guest) for the rest of the billing term.

For example, if a team is on a monthly subscription, and a Multi-Board Guest is removed mid-month, a new team member or Multi-Board Guest can be added without the account being charged for a new billable user during the month.

Multi-Board Guests are billed at the same rate as a normal team member.


Converting Multi-Board Guests into Team Members

If you are a team admin and want to change a Multi-Board Guest into a team member, visit your team dashboard and select the “Members” tab. From there, choose the “Add to Team” button next to the member’s avatar and name. 

Multi-Board Guests are already a billed user and converting a Multi-Board Guest to a normal Team member does not cost an additional charge.

Converting Multi-Board Guests to Single-Board Guests

If you would like to change a Multi-Board Guest to a Single-Board Guest, you can remove the user from all but one board on the team. For Business Class teams, changing Multi-Board Guests to Single-Board Guests will stop the account from being billed for that seat on future renewals.

You can change a Multi-Board Guest to a Single-Board Guest by visiting the “Members” tab under the team settings and selecting the boards link next to the “Add to Team” button for that user. That link will show a menu with links to each board the member is collaborating on. From there, you can either select the board you’d like to remove them from, or you can remove them directly from the board if you already have it opened.

If a member is on a team board that is moved out of the team or closed, that board doesn't count towards being a Multi-Board Guest.


Who can add Multi-Board Guests to Team Boards

As with adding traditional team members, only team admins can add Multi-Board Guests to a Business Class team.

Note: On mobile devices, no member is allowed to take an action that would convert a member from being a Single-Board Guest to a Multi-Board Guest on a Business Class team. These actions include inviting a user to a board, moving a board, or reopening a closed board.

Inviting to Boards

Anyone can add a Guest to that Guest’s first board on a team. However, due to the billable nature, only team admins can add a Guest to a second Business Class team board. Any user other than a team admin who attempts to add a Guest to a second team board will be told that they need to contact the team admin to add the Multi-Board Guest.

Once a board member becomes a Multi-Board Guest on a Business Class team, anyone can add the Multi-Board Guest to subsequent boards on the team.

Moving Boards

Only team admins can make a Single-Board Guest a billable Multi-Board Guest by moving a board they are on into a Business Class team.

  • If a team admin moves a board with one or more Single-Board Guests on it into a team, the admin will be alerted that the Single-Board Guests will become Multi-Board Guests.
  • If any user other than a team admin moves a board with one or more Single-Board Guests on it into a Business Class team, the non-team admin will be alerted that any Single-Board Guest will be removed from the board that is being moved into the team. This is to prevent them from becoming billable Multi-Board Guests.

Reopening Closed Boards

Like moving boards, only team admins can make a Single-Board Guest a billable Multi-Board Guest by reopening a Business Class team board that a Single-Board Guest is on.

  • If a team admin reopens a team board with one or more Single-Board Guests on it, the admin will be alerted that the Single-Board Guests will become billable Multi-Board Guests.
  • If any user other than a team admin reopens a team board with one or more Single-Board Guests on it, the non-team admin will be alerted that any Single-Board Guest will be removed from the board to prevent them from becoming billable Multi-Board Guests.

Mobile

On mobile devices, no one is allowed to take an action that would make someone switch from being a Single-Board Guest to a Multi-Board Guest. These actions could include inviting a user to a board, moving a board, or reopening a board.

  • If a mobile user tries to invite a Single-Board Guest to a second board, then the action will be blocked.
  • If a mobile user tries to move a board, and that board move would result in users becoming Multi-Board Guests, then the mobile user moving the board will be given the choice to either not complete the board move or to complete the board move and remove the users who would become Multi-Board Guests from the board moved.
  • If a mobile user tries to reopen an closed board, and reopening that board would result in users becoming Multi-Board Guests, then the Mobile user reopening the board will be given the choice to either not complete the  action or to complete the action and remove the users who would become Multi-Board Guests based on the board reopen.

Actions that don’t result in a user switching from being a Single-Board Guest to a Multi-Board Guest are allowed. These allowable actions include:

  • Any action that would make someone a Single-Board Guest on a team
  • Any action to add someone to additional team boards if they are already a Multi-Board Guest on that team

Please note: On older mobile clients, if a user reopens a closed board or moves a board into a team, and completing that action would result in any Single-Board Guests becoming  Multi-Board Guests, then the action will be completed and the users who would become a Multi-Board Guests will be removed.

What if I still have questions?

We’re happy to help! Reach out to us on our contact page and we can explain any questions or concerns that you might have about Multi-Board Guests.