Customers and contacts

A customer is a group of people, such as one company, that you share items with. The people in a customer are its contacts. Contacts see everything shared with everyone, plus the items you share with their customer.

Only the owner or an admin of your team can manage customers. You manage them in the dashboard under Settings > Visibility, in the Customers card. In this page, "(customer)" stands for the name of your customer as it appears in a button or heading.

Add a customerCopy Anchor Link

1. In the dashboard, open Settings > Visibility.
2. In the Customers card, click Add customer.
3. Type the company name in Customer name.
4. Click Add customer. The customer panel opens so you can add people next.

Each customer name must be unique in your project.

The customer panelCopy Anchor Link

Click a customer in the Customers list to open its panel. The panel has these parts:

Changes to email domains and to the Can post, vote and comment switch save right away.

Add contactsCopy Anchor Link

1. Open the customer panel.
2. Next to Who counts as (customer), click Add people.
3. In Email addresses, type an email address and press Enter. Repeat for each person. You can also paste several addresses at once.
4. Click Add contacts. The button shows how many contacts you add.

What happens next depends on the person:

• People who already signed in to your board are added right away. No email is sent. The dialog lists some of these people under Already signed in to your board, with an Add button.
• Everyone else gets an invite by email. In the panel, the person shows Invite sent until they accept.

A person can be a contact of only one customer. If the email is already a contact or has a pending invite for another customer, the dialog shows "is already a contact for" that customer, and you must remove the address to continue.

The invite linkCopy Anchor Link

The invite email contains a link. The invite expires after 14 days. When the contact opens the link, they see the invite details: Invitation for, Customer, Sent, Expires and Invited by.

1. If they are not signed in, they click Sign in to continue and sign in with the email address the invite was sent to. They can use Google, GitHub or a 6-digit code sent by email. If they do not have an account yet, signing in creates one.
2. They click Accept invite.
3. They land on your board's roadmap.

The invite works only for the email address it was sent to. If the person is signed in with another address, the page says so and shows a Switch account button.

If the invite has expired, the page says "This invitation has expired. Ask the team to send a new one." If you cancelled it, the page says "Invite revoked".

To send a new invite, first cancel the pending one, then add the email again. An expired invite no longer shows in the panel, so you can add the email again directly.

Email domainsCopy Anchor Link

You can let a whole company count as the customer. Under Anyone who signs in with an email at, click Add a domain (or Add domain) and type a domain such as the company's own email domain.

• Anyone who signs in to your board with an email at that domain counts as a contact of the customer. They do not need an invite.
• Public email providers, such as gmail.com, are refused.
• A customer can have at most 20 email domains.
• To remove a domain, click the remove icon on it.

If a person's email matches the domains of several customers, they see the items of all those customers.

Read-only customersCopy Anchor Link

Turn off Can post, vote and comment to make a customer read-only. The contacts can browse and open items, but they cannot post, vote or comment. On the board they see: "You can read this board. Posting, voting and commenting are turned off for your account." A read-only customer shows a Read-only tag in the Customers list.

If a person belongs to several customers, they are read-only only when all of those customers are read-only.

What a contact seesCopy Anchor Link

A contact sees:

• everything shared with everyone, and
• the items shared with their customer, by a label rule or by hand.

To choose which items a customer sees, see Who sees each item. Your team always sees every item.

Remove a contact or cancel an inviteCopy Anchor Link

1. Open the customer panel.
2. Next to the person, click the remove icon. For a signed-in contact the icon is Remove. For a pending invite it is Cancel invite.

A removed contact cannot get access back by opening their old invite link. If their email matches one of the customer's email domains, they still count as a contact. Remove the domain too if you want to stop that.

Delete a customerCopy Anchor Link

1. Open the customer panel.
2. Click Delete (customer).
3. Click Delete customer to confirm.

This cannot be undone. The customer's contacts and pending invites are removed. Items shared only with this customer become Only my team. Items also shared with other customers keep that access. A label rule that shared items only with this customer becomes an Only my team rule.

Common questionsCopy Anchor Link

How do I give one company its own private roadmap?Copy Anchor Link

Create a customer in Settings > Visibility with Add customer, add the company's people, then share items with that customer. The contacts see those items plus everything shared with everyone.

Do my contacts need an invite if they already use my board?Copy Anchor Link

No. People who already signed in to your board are added right away when you add their email. Everyone else gets an invite by email.

Can I add everyone from a company without inviting each person?Copy Anchor Link

Yes. Add the company's email domain to the customer. Anyone who signs in with an address at that domain counts as a contact. Public providers such as gmail.com are not allowed.

Can one person be a contact of two customers?Copy Anchor Link

No, not as an added contact. A person can belong to more than one customer only through email domains, and then they see the items of all those customers.

My contact's invite expired. What do I do?Copy Anchor Link

Add their email again with Add people. They get a new invite, or they are added right away if they already signed in to your board. Invites expire after 14 days.

What happens to shared items when I delete a customer?Copy Anchor Link

Items shared only with that customer become Only my team, so nobody outside your team sees them. Items also shared with other customers keep that access.