Skip to main content
Custom access boards

Customize who can see and participate

Jacques Reulet avatar
Written by Jacques Reulet
Updated over 2 months ago

Overview

Custom access boards are restricted. Users must meet the criteria you set in order to gain access.

By contrast, private boards are only visible to admins, and public boards are visible to anyone who has the URL

Benefits

  • Prevent espionage from the competition while making access seamless for your users

  • Limit board access to specific user segments

  • Enforce access by email domain or even limit access to specific individuals


Criteria you can use to limit board access

  • Only people who you have authenticated—using either the Canny Identify SDK or via SSO (if you have embedded Canny as a widget).

  • User segments you have set up in Canny (available on the Growth plan)

  • Everybody with a specific email domain (for instance, name@yourcompany.com) This can be verified by email, G Suite, Okta, Azure AD, or other authentication integrations you have connected.

  • Specific individuals using their email address.


How each option works

1. Limited to only your existing users

This option is ideal if you want your board accessible only to your existing customers.

2. Limited by user segment

This allows you to restrict board access to specific segments of users you have pre-defined. For example, if you want a board that's only visible to paying users or VIP users, this would be ideal.

  • Create a user segment

  • Adjust your board access to "Custom" in the Boards tab in your Canny settings.

  • Select your preferred segment from the dropdown:

3. Limited to a particular team/company

This option is commonly used to track feedback internally from your teammates/company. It can also be used to whitelist email domains, allowing VIP teams or companies to access the board

  • Adjust your board access to "Custom" in the Boards tab in your Canny settings.

  • Under "Collaborators", type in the email domains you want to be able to access the board.

  • If you are wanting to add multiple domains, you can separate them using a comma.

4. Limited to specific people

This would be commonly used to track feedback from beta testers, enterprise customers, partners, investors, and anyone else you want to personally invite.

  • Adjust your board access to "Custom" in the Boards tab in your Canny settings

  • Invite users via individual email addresses


Things to note:

  • Custom access boards are only available on the Growth and Business plans.

  • All Canny admins will be able to view all custom access boards, regardless of their admin role.


Related Articles:

Did this answer your question?