Jumpstart Your Team On Trello in 5 Easy Steps
Hooray! You’ve decided to upgrade to Trello Enterprise and fully unlock all that Trello has to offer. As an Enterprise Admin, use this guide to get familiarized with the specific features you’ll need to set your team up for success.
If you’re ever lost along the way, please don’t hesitate to reach out to email@example.com and we will get back to you within a business day, guaranteed.
All teams use Trello differently. That’s why it’s important to think about how you’d like to set up your organization to benefit all your users.
We recommend setting up your Trello instance to reflect your current team structure. So for example, HR would be a team and have HR specific boards, Sales would be another team with Sales specific boards, etc.
Trello Enterprise offers organization level access - so the most important boards can be shared across teams if needed.
You can also organize your Enterprise by how your users and teams collaborate together. For example, your Enterprise might have larger, ongoing company initiatives that span multiple teams (eg. Employee Experience includes HR, Payroll, IT, Office Management).
Pro Tip: Trello Teams have a limit of 4,000 users so make sure you don’t hit that limit!
Once you’ve decided on your team structure, you will need to upgrade your team to access Trello Enterprise. To do that, follow these easy steps:
Log into Trello.
Go to the upper right hand corner and click on your avatar and then Activity, there you can see all of your teams.
Once you click on your team, copy the URL at the top and send it to your Enterprise Advocate. This will help us locate your team and upgrade it to Trello Enterprise.Pro Tip: Have multiple teams? No sweat! We just need one team you’d like to Upgrade in order to get started. If you have more, you’ll be able to upgrade them right from your Enterprise Dashboard.
Once activated, you will unlock Enterprise features for the seats that you’ve purchased.
Trello currently allows for both IDP-initiated and SP-initiated SSO integrations with any SAML 2.0 SSO identity provider. We have pre-built integrations with:
- Azure AD
- G Suite SAML
- Microsoft ADFS
- RSA SecurID
Trello offers SSO both as a convenience feature and as an enforced security measure. If you already have an IDP that you’re using for SSO, you can enable SSO using this form.
If you’d also like to enforce SSO for your organization, Trello can automatically transfer your end-user accounts to your Enterprise team. The steps are below but more info is here.
Work with your Enterprise Advocate and Trello Support to set a date for when you’d like the transfer to happen.
Pro Tip: We normally recommend that the date be chosen at least 2 weeks in advance to provide your users with enough time to make a change.
If you haven’t already, whitelist your desired domain(s). For more info on how to do that, please go here.
After you pick a date, all users that should be part of the enterprise will receive both an in-app banner and an email notifying them that their account will automatically transfer on a set date. They will also receive a second reminder email 3 days before the transfer date.
Once the date passes, we will automatically transfer accounts to the Enterprise without any action or input required from the end-user.
You will also be able to see billable and free SSO-enforced users. Billable users mean that they are added to the Enterprise team and can see boards belonging to the Enterprise.
From here, you’ll be able to see domain-claimed accounts that are in and out of your Enterprise team on your Enterprise Admin Dashboard.
Give yourself a high five - way to go!
Trello Enterprise is the only way to control security and privacy settings across multiple Trello teams all from one place.
These Organization-Wide Permissions cascade down and affect all teams. But no sweat, if you want to set custom settings for each team you can do that as well.
These Organization-Wide Permissions include:
- Team Visibility Controls: Choose to make all Enterprise teams private, or let team admins decide on their visibility within the organization.
- Team Membership Restrictions: Determine if team admins can manage who can join their teams.
- Board Creation and Deletion Restrictions: Allow team admins to dictate whether team members can create or delete public, team visible, and/or private boards within a team.
- Team Board Invite Restrictions: Decide if team admins can manage who can be invited to team boards.
- Attachment Restrictions: Limit what files can be attached to Trello cards by selecting your preferred file sharing service. This setting also lets you control how your teams upload to Trello, whether by file or by link.
To excel at being an Enterprise admin, your job doesn’t end with only setting up Trello. The Enterprise Admin Dashboard should be your go-to place for seeing ongoing activity in Trello. It will help you manage incoming requests, billing, and data exports on an ongoing basis. The Enterprise Admin Dashboard also helps you manage incoming requests, billing, and data exports.
- Public Board Management: See a list of all current public boards and change the visibility settings of public boards within Enterprise teams from one view.
- Power-Up Administration: Get visibility instantly on what Power-Ups are currently in use and set permissions from one central location that cascade down to all teams.
- Multiple Teams, One Bill: Pay for all of your Enterprise teams and members on a single, unified bill.
- Manage Your Data, Your Way: Export the entirety of your team’s data in one click, making it easy to examine, analyze, and store.
- Add more Team Members: Need more seats? E-mail firstname.lastname@example.org to add prorated seats to your subscription.
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