Managed Atlassian accounts for Trello
Organizations that verify they own an email domain (the part after the @ in an email address) can now manage Trello accounts with email addresses on their account that are in that domain. Users in Organizations that manage Trello accounts must use an Atlassian account to log into Trello and for their Trello profile.
Table of Contents
- What’s happening?
- How does being managed impact my use of Trello?
- How do I connect my accounts to start using my managed Atlassian account?
- What if I am on boards that are not related to my organization?
- What happens when my Trello Enterprise is linked to an Atlassian Organization?
- More information about Atlassian and Atlassian account
- More information about connecting your Trello and Atlassian accounts
- More information about your organization managing your account
- More information about Admins deactivating managed accounts
If you’re seeing this page, your Trello account is likely using a company email address and someone in your organization (most likely an Admin in the IT team) has chosen to manage users with company email addresses for Atlassian products. Companies generally manage users so they can manage product access and apply security settings such as Two-Factor Authentication (2FA) and Single Sign-on (SSO) to use of Atlassian products, like Jira, Confluence, or Bitbucket, within their organization.
How will being managed impact my use of Trello?
As a managed account, your organization will be able to to manage your access to Trello.
- You will be required to log into Trello using an Atlassian account according to your organization’s requirements (ex. via SAML single sign-on or required 2FA.)
- Your Atlassian Organization Admin can delete or deactivate your Trello account at any time, which would result in you losing access to Trello.
- Your display name, avatar and email address in Trello will come from your Atlassian account. If your Admin edits your name or email on your Atlassian account it will update your name or email in Trello.
Although having a managed account does not give your organization Admin the ability to view your Trello content, please note that many organizations can take control of email addresses within their domain.
Being managed does not impact board membership or Trello team membership. If your account becomes managed, you’ll keep your access as a team member or Trello admin of all your existing teams & boards. Trello teams will remain intact as they are today; your board membership won’t change unless you choose to transfer your board memberships to another account using our board transfer tool.
How do I connect my accounts to start using my managed Atlassian account?
If you signed up for Trello after March 1, 2020 with an email that your organization already manages, you’re probably all set and are already using your managed account.
If you were already using an Atlassian account for Trello and now your organization has claimed the domain for the email on your account, next time you log in to Trello you may need to configure additional security settings on your account. Check the email on your account for a message from Atlassian with the subject: Your organization now manages your account.
Now that your account is managed, you may be required to log in with SSO if your organization requires it. If you are blocked from logging in, including if you see an error from your company’s SSO provider (like Okta) you may have to to contact your organization admin and ask to be added to your organization’s SSO provider. If you do not know who your organization admin is, you can contact support from your organization email address to find out.
If you were not already using an Atlassian account for Trello and now your organization has claimed the domain for the email on your Trello account:
If you don’t yet have an Atlassian account, when your account becomes managed we will send notifications to all email addresses on your Trello account. These emails will remind you which email address you will use to log in to Trello moving forward. We will also send an email to the email address you’ll use to log in to Trello moving forward that will include a link to finish setting up your Atlassian account and log in to Trello.
If you are already logged in to Trello, you can finish setting up your Atlassian account for Trello by connecting your Trello account to your Atlassian account. Follow the instructions in the banner you see on the Trello website or desktop app. You will not be able to complete these steps in the Trello mobile app.
If you don’t finish the onboarding process, you will still be able to use Trello. However, you will need to finish the process the next time you log back in. While logged in, you can finish the process any time by clicking on the banner at the top of your screen.
What if I don't have an Atlassian account?
If you don’t already have an Atlassian account, you will need to set one up when you go through the banners. Once you’ve completed these steps, your Atlassian account will be connected to your Trello account, and it will be the account you will use to log in to Trello going forward. Additionally, any changes made to your Atlassian account will be reflected in Trello.
If you are blocked from completing these steps, and you see an error from your company’s SSO provider (like Okta) please contact your organization admin and ask to be added to your organization’s group in your SSO provider. If you do not know who your organization admin is, you can contact support from your organization email address to find out. Once you’ve been added to your organization’s group you can complete the steps in the banner and you’ll be able to log in with SSO.
What if I am on boards that are not related to my organization?
If you do have boards in your account that are unrelated to the organization that will manage your account, we highly encourage you to now use two accounts – one account for projects with that organization and one account for personal or other projects. You can grab a new free Trello account in seconds.
- Keep your work/organization related content in the Trello account that has your company email address; this account will later become managed by the Organization Admin.
- Store other content like vacation planning or shopping lists in the Trello account that uses a different email address such as your personal email address.
Once you’ve set up your second account, you can transfer your vacation board (or any other boards unrelated to the organization that will manage your account) to your newly created account. Transferring boards is quick and easy. Here is the step by step guide.
What happens when my Trello Enterprise is linked to an Atlassian Organization?
Once your Enterprise is linked with an Atlassian Organization and you log in for the first time, one of these events will happen:
- If you have an existing Atlassian account: If your company email address is already registered to an Atlassian account, your Trello account and the existing Atlassian account are merged together and you’ll become managed by your Atlassian Organization.
- If you don’t have an existing Atlassian account: If your company email address does not have an Atlassian account associated with it, a new managed Atlassian account is created and merged with your existing Trello account. See “How do I connect my accounts to start using my managed Atlassian account?” above for more information on what to expect.
In both scenarios, you will continue to log in normally to Trello using your company email address and the login policy put in place by your organization (for example, SSO or two step authentication). Once you log into Trello, you will still have access to all of your boards and teams.
Once your Trello and Atlassian account are merged, and the account becomes managed by your Atlassian Organization admin, the admin will have the ability to deactivate or delete the account, and your Trello public display name and preferred language are changed in the Atlassian account instead of the Trello account.
Other account changes, like the account’s full name and email address, are managed by the Atlassian Organization admin.
More information about Atlassian and Atlassian account
What is Atlassian and how is it related to Trello?
Atlassian is a software organization that provides the tools to help every team unleash their full potential. These tools include Jira Core, Jira Software, Jira Service Desk, Confluence, Bitbucket, Opsgenie, Statuspage and since acquiring it in 2017, Trello.
What is an Atlassian account?
With an Atlassian account, you can use just one account to log in to any Atlassian products, such as Jira Core, Jira Software, Jira Service Desk, Confluence, Bitbucket, Opsgenie, Statuspage, or Trello. You don't need to manage separate accounts for each of these products - just one account to rule them all!
Where can I see my Atlassian Account?
You can check the information in your Atlassian account by navigating to the Profile and Visibility Section of your account. There you will see a link to view your managed Atlassian account.
Why do I need to use an Atlassian account for Trello?
You will need to use an Atlassian account to log in to Trello because your organization has chosen to manage the accounts in your organization. Using an Atlassian account is a requirement for being a Managed Trello user. If you did not already have an Atlassian account, we have created one for you with the information from your Trello account profile.
What if I no longer use this Trello account for work with this organization?
If you are being prompted to connect your Trello account to a managed Atlassian account it is because your Trello account is using a company email address and someone in that company has chosen to manage users with company email addresses.
It is possible that you no longer work for the company that has chosen to manage your account and that you forgot to change the email on your Trello account when you left that organization.
If this account is only used for personal projects or you no longer work for this company, you should work with your company Admin to update your account.
The easiest way to update your account is to ask your company Admin to change the email address on your Atlassian account to your personal email. Once your company Admin changes the email on your account to your personal email address, the company will no longer manage your Trello account and you will be able to update your Atlassian account freely. You can leave any company boards so that your account is only used for your personal boards.
Alternatively, if you are still logged in to Trello, you can create a new Trello account and then transfer any personal boards to that new Trello account. This would leave you with two Trello accounts: one for your company and one for your personal boards. Your company can continue to manage the account with company boards, and you can continue to use your unmanaged personal account for your personal boards.
If you don’t know who your company Admins are, you can contact the Trello support team.
More information about connecting your Trello and Atlassian accounts
Why can’t I see the banners on my Trello mobile app?
I tried to connect my accounts using the banner but I was blocked from completing it by an identity provider.
If the organization that claimed your account uses SAML single sign-on, you will need to have a user identity in your organization’s identity provider to be able to log in with SAML. If you don’t, you may run into an error when trying to authenticate via your identity provider. If you run into this error, you can contact your Admin to ask them to add you to their identity provider.
I tried to connect my account but when I finished setting up my Atlassian account, I landed back in Trello and my boards aren’t there!
This might happen if you were trying to use social log in (like Google or Microsoft) to connect your account but you signed up with an email that was different than the company email on your Trello account.
It may also happen if you already have an Atlassian account that uses SSO, and that has a different email on it than your Trello account.
If this happens, can return to Trello and try again to complete the steps in the banner to connect your account. If you are unable to complete those steps, you can contact Trello support to get help working with your company Admin to resolve the problem.
More information about your Organization managing your account
Why is my organization able to manage my account?
Organization Admins must have verified that they own an email domain to manage Trello accounts with emails in those domains. These administrators have proved ownership of an email domains.
How do I find out which organization claimed my account?
If you have one email on your Trello account, then your organization has claimed the domain of that email address.
If you have more than one email on your Trello account, you can check which email was claimed by:
- Checking the email we sent you titled Update your Trello account by April 14, 2020, or the emails we sent in May titled Reminder: Update your Trello account by June 1. In those emails, we shared the name of the organization that claimed your account and which domain they claimed, or
- Logging in to the Trello website or desktop app and checking the banner at the top of your screen or your profile, if you are logged in to the Trello website or desktop app.
Why don’t I recognize the name of the organization that you say claimed my account?
Organization Admins are the individuals who claim the organization domain and create the display name for the organization. If you don’t recognize the name of the organization, we recommend to reach out to the Organization Admin for more information. In some cases, the Admin who created the organization display name and claimed the domain could be part of smaller subsidiary of a larger organization, for example.
Who can I talk to at my organization about this?
If you have questions about your Atlassian account or you would like to ensure that your Organization Admin does not deactivate your account, please reach out to Trello Support, who can provide you with the contact details for the Organization Admin at your organization.
More information about Admins deactivating managed accounts
What does it mean if I receive an email from Atlassian saying that my Atlassian account was deactivated or deleted?
Now that you have an Atlassian account that is managed by your organization, your Atlassian Organization Administrator can delete or deactivate your Atlassian account at any time.
Administrators may choose to delete or deactivate your Atlassian account for many reasons, including if they do not want employees to use Trello with a company email or if they pay on a per-user basis and want to control their bill. If you have questions about why your Admin deleted or deactivated your account, you should reach out to your Organization Admin directly.
If an Admin deactivates your Atlassian account:
If you are logged in to Trello and an admin deactivates your account, you will be logged out automatically. You will not be able to log back in to Trello unless an admin reactivates your account. If you try to log in, you’ll see a message informing you that you couldn’t be logged in and that we’ve sent you instructions on how to log in.
You will receive an email from Atlassian explaining that your account has been deactivated and letting you know the contact emails for your company admins Admins. You can contact these admins and request to be re-activated in order to access your Trello account again.
If an Admin deletes your account:
Your account will be temporarily deactivated, pending deletion, for 14 days. During those 14 days your experience will be similar to being deactivated: you will be logged out of Trello, you won’t be able to log in again, and you will receive an email from Atlassian.
During those 14 days you can also contact your Admin and request that they re-activate your account.
At the end of those 14 days, if your account has not been re-activated, your Trello account will be permanently deleted. Trello will not be able to un-do this action, so it is important that you work with your Admin before deletion is complete.