General

Use the General tab to set the board's identity and who can see it.

1. Board Name

• Enter a name for the board, up to 100 characters.

2. Icon

• Choose an icon that represents the board.

• You can also change the icon from the dropdown in the board header.

3. Board Visibility

• Public board: every user with CRM access can see the board.

• Restricted board: limits access to the agents and roles you choose.