Where to find them
- Teams and access is in Work’s list. It opens Settings, Organization.
- Share and access is in a board’s options and in the Boards list row menu. You need Manage. It shows the teams that reach the board, and lets you give a team Read, Write or Manage on it, or remove a team.
- Who can see this is in a column’s menu.
- A member’s page sets that member to viewer or guest.
Teams
A team is a named set of people and Agents. A team holds access like a person does, so one step gives a whole team access to a board. Team names are unique in your company (not case-sensitive). A team member has the role owner or member. You cannot give a team more access than you hold yourself. A person’s access is the sum of their own access and the access of every team they are in. Removing someone from a team, or removing a team’s access, takes effect on the next request.Access levels
The Owner is never limited. Giving a level that cannot use a grant is refused. Changing a person’s level rewrites their stored access to fit, and ends their live connections.
Hide or lock a column
A column can be hidden or read-only for a person, a team or a whole access level. Open the column’s menu and choose Who can see this.- Hidden. The values never reach the person: not in the table, a card, an export, a snapshot, search, live updates, an Agent’s tool results or an Agent run as that person. The column is left out of the schema they get. A formula that reads a hidden column is hidden with it, and so is a lookup through a hidden Connect column.
- Read-only. The person sees the value, but cannot change it.
Agents
Agents can read and manage all of this:boardy_list_members, boardy_list_teams, boardy_list_team_grants, boardy_list_column_restrictions, boardy_create_team, boardy_update_team, boardy_remove_team (with confirm: true), boardy_add_team_member, boardy_remove_team_member, boardy_grant_team_access, boardy_revoke_team_access, boardy_set_member_access, boardy_restrict_column and boardy_unrestrict_column. They use the same rules as the app, and the same audit log. A guest is never offered these tools. See Work MCP tools.
API
Not yet
- A team cannot be the value of a Person column (for assignment or notifications).
- An automation rule or webhook can still name a hidden column, and an AI column can contain a value the Agent saw.
- Inviting a guest by email, with their own login, is not available yet.
worksong-ai/worksong:services/work/docs/access-and-teams.md@956ab3b. Docs version: Worksong 2.0 with Work 1.2.