Delegating Access (Employees & Editors)
Allow others to manage their own card info without giving away your account credentials.
1. Assign Editor / Share
On any card in your dashboard, click the "Assign Editor / Share" button (dashed border).
2. Permanent (Employee) Access
This is the recommended method for your team members.
3. One-Time Link
Perfect for quick, frictionless updates.
> Use Permanent Access for long-term employees and One-Time Links for freelancers or temporary staff who need a quick update.