How to manage Trello in your organization
There are a few ways you can manage Trello usage within your organization. Let's go through the main aspects of it: managing access and managing content.
Managing access to Trello
As the owner of a custom domain, you can verify the domain on an Atlassian Organization to manage Trello accounts created with email addresses from your verified domains. You will be able to activate, deactivate, and delete accounts, as well as edit their profile.
To set up access management for Trello, you will need to follow a few steps in the Atlassian Organization side. Each step belows is linked to documentation on the subject with detailed instructions.
What changes for end users?
If your users were already logging in with an Atlassian Account, nothing will change. If their Trello account was not yet connected to an Atlassian Account, they will see a button to Continue with Atlassian when logging in. The same credentials they used before will continue to work.
Once you verify a domain and claim accounts on that domain, users will no longer be able to change their emails to any address outside of your verified domains. You, as an Admin, will also not be able to make that change.
That means once you have claimed an account, it can't be made a personal account anymore unless you remove the domain verification from your Atlassian Organization. For that reason, you might want to give notice to your users before claiming their accounts, so they have time to move any personal content to a personal account, or even change the email on their existing account to a personal email address.
SSO, Multi-Factor Authentication, and Security Policies
Beyond setting up an Atlassian Organization and verifying your domains, you can subscribe to Atlassian Access to centralize security and governance across your entire organization with features such as SSO, Multi-Factor Authentication enforcement, Audit Logs and much more.
Currently, access to Trello is directly connected to the Atlassian Account, that is managed by your Atlassian Organization once you verify your domains. This means that to deactivate access to a Trello account, you need to disable the user's Atlassian Account. That will also prevent them from logging into and use any other Atlassian products such as Jira and Confluence.
Managing content in Trello
The steps above allow you to manage individual user accounts, enabling or preventing specific users to access Trello, but they don't allow you to manage Trello content such as workspaces, boards and cards.
To become an Admin of a single Trello Workspace, having access to all boards on that Workspace, Business Class might be the plan for you. Business Class is procured for each workspace. You can find out more about managing Trello content within a Business Class workspace here: Workspace admin capabilities and in the related links at the end of this article.
If you have multiple Workspaces, and you want to Admin all of them, being able to set company-wide permissions that apply to all Workspaces, you might need Trello Enterprise. To start exploring how to manage your Trello content with a Trello Enterprise, check out this article: Enterprise Wide Permissions and the ones listed at the end of this article.
You can upgrade to Business Class directly from your Workspace settings page, or from our pricing page. You can reach out to our Sales team about Trello Enterprise here: https://trello.com/enterprise#contact
We have a few articles that might be useful when deciding which plan best suits your needs:
- Which Trello plan is the best one for me?
- Trello: free vs. Business Class vs. Enterprise
- How billing works with Trello Business Class
- Setting up your Business Class workspace
- Get the most out of Business Class
- How to use Trello Business Class like a pro
- Business Class User Guide
- Enterprise Getting Started Guide