Available plan:Business
Available role: Admin, Owner
The ability to set voting boards as private gives you the power of control over who can access them. You can restrict access to a specified group of people and keep your voting board explicitly private. Unlike public voting boards, private voting boards are not seen by, or accessible to, everyone on the internet, but only your registered clients.
The ability to set voting boards as private gives you the power of control over who can access them. You can restrict access to a specified group of people and keep your voting board explicitly private. Unlike public voting boards, private voting boards are not seen by, or accessible to, everyone on the internet, but only your registered clients.
Public Voting boards
When you create a voting board, it is public default. You can easily set it as private right after creating it.
Public voting boards can be viewed and accessed by anyone who visits them. To upvote, comment, and suggest an idea, visitors have to sign in first. Any visitor can sign in.
Private Voting Boards
Private voting boards are not visible and accessible to every person who visits them. For a visitor to access, upvote, comment, and add suggestions, they have to sign in.
Setting a Voting Board as Private
You can make a Voting board private by adding restrictions on who can access it.
Access these inside your Ducalis prioritization board, or on your Voting board.
Inside your Ducalis prioritization board, go to Voting > Settings.
On your Voting board, go to Admin Panel.
Under Settings/ Admin Panel, scroll down to Access section.Then find the block for settings on who can access the voting board.
By default, anyone can access the voting board. But you also other options:
- Request users to sign in first to access the voting board.
- Allow only users on a voters’ list you added to access the voting board. It can be a list of specific domains, or list of users’ emails.
Signing in to View the Board
In this case, every visitor will be requested to sign in first to access your Voting board.
Allow Access to Users on a Voters’ List
There are two options here, adding a list of domains, or adding a list of emails of users you want to allow access to the voting board.
List of Domains
This gives visitors with specific domains permission to sign in. Enter the domains as shown below.
List of Emails
Add a list of the emails of users you want to allow access to the voting board.
You can import a CSV file with a list of your clients’ email addresses. Click on Import list of Voters (CSV) and get the file from your computer.
Or manually enter their email addresses as shown below. When you are done entering the email addresses, click Add users.
Exporting Voters list
For different reason you might want to view and work on your voters list. There is an option to export your voters list in CSV format.
- Access the Voting board settings via the Prioritization board or via the Voting board.
- Under the Voting board settings, scroll down to Access.
- Under this section you will find Voters list.
- Click to expand this segment.
- Select Export to CSV.
- To get the latest update of the list click Run export.
- Then click on the last exported file to download.
Note!
If you have both public and private voting boards on your dashboard, only public voting boards will be visible to everyone. The private voting boards are only shown to your clients who you have authorized to sign in and access them.
If your dashboard has private voting boards only, a visitor who has not signed in yet will not be shown the dashboard but will be taken to the sign-in page. If they sign in, and they pass the privacy settings you set for the private voting boards they will be able to view and access the boards.
