Managed Atlassian accounts For Trello

Important Facts:

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.

Previously, organizations that had verified that they owned a domain would manage users of other Atlassian products, but not Trello users. Moving forward, those organizations will also manage Trello accounts and those Trello accounts will use an Atlassian account to log into Trello and for their Trello profile.

To make sure the information on your Trello account is current and correct, Trello users have a grace period until Apr 14, 2020 to either voluntarily become managed or to update the email on their account to avoid being managed. On Apr 14, 2020, any account in a verified domain that hasn’t either voluntarily become managed or updated their email address will automatically become managed.

Table of Contents

  1. What’s happening?
  2. How will being managed impact my use of Trello?
  3. How do I connect my accounts to start using my managed Atlassian account?
  4. What if I no longer use this Trello account for work with this organization?
  5. More information about Atlassian and Atlassian account
  6. More information about connecting your Trello and Atlassian accounts
  7. More information about your organization managing your account
  8. More information about Admins deactivating managed accounts

What’s happening?

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 a 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.

Previously, if companies chose to manage users at their organization, Trello users were not included. Moving forward, Trello users will be included.

During the next few months we will help you connect your Trello account to a managed Atlassian account so your Trello account will become managed by your organization. 

How will being managed impact my use of Trello?

Once your Trello account is connected to your Atlassian account, your organization will be able to to manage your access to Trello. Once your Trello account is managed:

  • 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 will 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 an organization can take control of a email address within their domain anytime.

Being managed does not impact board membership, nor Trello team membership. If your account becomes managed, you’ll still be 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?

You can start using your managed Atlassian account for Trello by connecting your Trello account to your Atlassian account by following the instruction in the banner you see in the Trello website or desktop app. You will not be able to complete these steps in the Trello mobile app. 

If you don’t complete the steps in the banner in Trello by April 14th, your Trello account will be automatically connected to your managed Atlassian account and it cannot be reverted. When your Trello account is connected to your managed Atlassian account, an Admin from the organization will be able to deactivate or delete your Trello account.

1. Use another Trello account for anything not related to your organization

Before you start following the instructions in the banner, you should check if you have any boards that aren’t related to the organization that will manage your account.

If you do have boards in your account for projects outside of your work with the organization that will manage your account, you should now use two accounts – one account for projects with that organization and one account for other projects. You can grab a new free Trello account in seconds.

  • Store work/organization related content in your 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 your account that uses a different email address such as your personal email address.

Once you’ve set up you second account, you can transfer your vacation board (or 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.

2. Connect your Trello account to your managed Atlassian account by April 14th, 2020

To start using your Atlassian account for Trello, log into the Trello website and follow the instructions in the banner at the top of your screen. During this process, you may need to set up your Atlassian account, which you’ll use to log in to Trello. Once you've completed these steps, changes made to your Atlassian account will be reflected in Trello. 

If you don’t complete the steps in the banner in Trello by April 14th, your Trello account will be automatically connected to your managed Atlassian account at that time. 

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 your organization has chosen to manage users with company email addresses.

It is possible that you no longer work for the organization 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 reasons or you no longer work at this organization, you can avoid becoming managed if you change the email address on this account to a personal email and remove any content related to the company.

Removing the company email address will prevent your Trello account from being managed. You can change your email address using the banner at the top of the screen, or by navigating directly to your profile. If you remove the company email address, the banner will disappear, and your Trello account will not become managed by the organization that verified that email address.

Removing or changing your Trello email address will not have any impact on your board membership or board ownership.

Removing or changing your Trello email address will not have any impact on your board membership or board ownership.

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!

Why do I need to use an Atlassian account for Trello?

You will start using 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.

Why am I being upgraded? I didn’t ask for this!

You may have received an email during the week of January 20th saying that your account was getting an upgrade. Your Trello account is not being upgraded to a paid service - sorry for the confusion! The word ‘upgrade’ in this case meant that if you keep your company email address on your Trello account, you would automatically get an Atlassian account and your organization will have the ability to manage your Trello account.

More information about connecting your Trello and Atlassian accounts

Why can’t I see the banners on my Trello mobile app?

You can connect your Trello account to your managed Atlassian account on the Trello website or Trello desktop app. You cannot complete these steps in the 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 to connect your account but you signed up with an email that was different than the company email on your Trello account. If this happens, you can log back into your Trello account the same way you always have, and can go through the banner flow again to connect your account.

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]. In that email, 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.

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 Atlassian 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. If your admin deletes or deactivates your account, Atlassian will email you to let you know.

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 an Admin deletes or deactivates your Atlassian account it won’t impact your Trello account until your Trello account becomes connected to your Atlassian account. Once your Trello account becomes connected to your Atlassian account and mastered, you will lose access to your Trello account if your Admin deactivates or deletes it.

If you have questions about why your Admin deleted or deactivated your account, you should reach out to your Organization Admin directly.

Why does Trello say My Account will be deactivated 4/14/20?

This means an Organization Admin in your organization deactivated your Atlassian account. However, as long as you update your email address in Trello before 4/14/20, you won't lose access to Trello.

If you close this modal, you’ll see a banner that informs you about the deactivation and recommends you to remove the email address. The banner will remain until you remove the email address or their account is deactivated in April.