Visual Task Board Permissions?

[guido_m]

Hi,

Is there a way to limit/prevent creating visual task boards? I.e., let's say somebody wants PM's to be able to make a Visual Task Boards and add members, but not allow individual users to make or create them.
The documentation would suggest that this is not possible, and requiring a role on creating rows on vtb_board does not seem to affect a users(a system user, not someone without roles) ability to create new Visual Task Boards.

Any thoughts on this?

Thanks,

Guido

[anna_scheib]

Are you trying to prevent the creation of specifically project and project task boards for non-authorized users, or board creation in general? Any project_user has view access to project and project task tables, so they can create corresponding VTBs. You could further control the UI Actions/Module visibility based on role, so you could "hide" the VTB creation capability from certain users. They will still have access to the list and form view, as long as they have roles to view the underlying tables.

[guido_m]

Thanks Anna,

I am trying to specifically prevent certain users from creating visual task boards. "Hiding" would be an option but not an ideal one.

From your response I gather that VTB creation is possible on the basis of view access to project and project task tables, so apart from hiding buttons there is no way of technically stopping someone from using a vtb to view certain tasks?

[anna_scheib · Accepted solution]

Yes, Guido, you are correct, the VTB viewing functionality is pretty core to the platform, similar to viewing lists, so you would have to go out of your way to customize the system to not allow it. As long as a user has access to project tasks and at least view access to projects, they can open any list, and transform it into a VTB, using the Show Visual Task board action.