Granting Read-Only Access Instructions

Granting Viewer Access

Please follow the specific instructions below for your software. These steps ensure visibility into project progress without the ability to accidentally edit, delete, or alter data.

🔹 Jira (Cloud)

For most standard configurations.

  1. Open the specific Project you wish to share.
  2. In the left-hand menu, select Project settings.
  3. Select People (or Access in some versions).
  4. Click Add people (blue button).
  5. Enter my email address: [email protected]
Crucial Step Under the "Role" dropdown, select Viewer (for Team-Managed projects) or ensure the role selected has only "Browse Projects" permissions (often called "Observer" or "Viewer" in custom setups).
  1. Click Add.
🔹 Asana

Asana allows you to add "Guests" for free.

  1. Open the specific Project.
  2. Click the Share button in the top right corner.
  3. Enter my email address ([email protected]) in the "Invite with email" field.
Crucial Step Next to my email, click the permissions dropdown and select Commenter or Viewer.
Note: "Commenter" allows me to ask questions on tasks; "Viewer" is strictly read-only.
  1. Click Send.
🔹 Monday.com

Monday.com classifies this role as a "Viewer" (Read-only guest).

  1. Open the Board you wish to share.
  2. Click the Invite button (usually top right).
  3. Enter my email address: [email protected].
Crucial Step Before sending, ensure you select Viewer (look for the eye icon or "Read-only" designation).
Note: If you add me as a "Member," I will take up a paid seat. "Viewers" are usually free guests.
  1. Click Invite.
🔹 Trello
Option A: If you have Trello Premium
  1. Open the Board.
  2. Click Share in the top right.
  3. Enter my email address: [email protected]
Crucial Step Click the dropdown next to "Member" and change it to Observer.
  1. Click Send Invitation.
Option B: If you use Trello Free/Standard

The official "Observer" role is not available.

Please simply add my email as a normal Member. I will voluntarily refrain from moving or editing cards.
🔹 ClickUp
  1. Open the specific Space, Folder, or List you want to share.
  2. Click the ... (ellipsis) menu next to the name of the Space/List.
  3. Select Sharing & Permissions.
  4. Type my email address in the "Invite by email" box.
Crucial Step Toggle the permission setting to View only (usually represented by an eye icon).
  1. Click Send Invite.
🔹 Microsoft Project (Online / Web)
  1. Open the Project.
  2. Click Group Members or Share (top right).
  3. Enter my email address: [email protected]
Crucial Step Under permissions, select Read or Visitor.
  1. Click Share.