Using security groups for TopLeft Kanban boards

Security groups are available in Standard plan.

TopLeft doesn't use security group information from your PSA, but there is a way to restrict access to boards.

This feature is considered a beta option so is disabled by default. Please let us know your feedback.

Follow these steps to enable groups on Kanban boards:

  1. Enable groups in Options
    • Go to https://<YOUR TOPLEFT
    • Under the 'Security' tab, enable the SECURITY_ENABLE_BOARD_USER_GROUPS option and save
  2. Create a new group
    • Go to https://<YOUR TOPLEFT
    • Click "+ Add group" in the top right
    • Name the group and save (No permissions need to be added here, just naming it is enough)
  3. Add users to the group
    • Go to https://<YOUR TOPLEFT URL>
    • Open the user you wish to add to the group
    • In the "Permissions" section of that user, select the name of the group to move it to "Chosen Groups" (Do not modify the "User Permissions" Field)
    • Save the user
  4. Add the group to a board
    • On the board edit page, near the description at the top is a groups field.
    • Select the groups allowed to view the board.

If a board has no groups attached to it, everyone has full access to that board. Superusers ignore group rules, and can access all boards.

  • 0 Users Found This Useful
Was this answer helpful?

Related Articles

Configuring TopLeft to use ConnectWise Member API Keys

TopLeft can make changes to tickets, projects, and other records as if an individual ConnectWise...

Synchronizing Data Manually

TopLeft synchronizes data with your PSA in a few ways. In addition to real-time notifications and...

Using ConnectWise Priority Colours On TopLeft Tickets

Configuring Ticket Priority ColoursTopLeft shows the priority of a ticket by the colour of the...

Configuring TopLeft to Keep ConnectWise Closed Tickets

By default, TopLeft doesn't sync closed tickets from ConnectWise Manage. This also means that any...

Disabling Users

To prevent a user from accessing TopLeft, do either: To prevent the member from using both...