Co-Assigned Member Visibility on Kanban Board (Non-Broker Users)

Overview

Previously, when a non-broker user was added as a co-assigned member to a lead that belonged to a broker they were not assigned to, that lead did not appear on the co-assigned member’s Kanban board.

To improve visibility and collaboration, this behaviour will be updated.

What’s Changing

With this update:

• A co-assigned non-broker user will now be able to:

  • ✅ View the specific lead they are co-assigned to, even if they are not assigned to the broker

• They will not gain access to other leads under that broker

• Visibility is strictly limited to the individual co-assigned lead only

This ensures:

• Better collaboration

• No unnecessary exposure to unrelated leads

• Continued data security and role boundaries

Important Clarification

• This visibility rule previously worked correctly for “Assigned Members” only

• However:

  • Only non-broker roles can be added as Assigned Members

• This enhancement now brings the same correct visibility behaviour to Co-Assigned Members

Who Is Affected

• ✅ Non-broker users

• ✅ Users added as Co-Assigned Members

• ✅ Leads assigned to a different broker

Resulting Behaviour (After Update)

Summary

This update ensures that any user who is co-assigned to a lead will always be able to see that lead on their Kanban board, regardless of broker assignment — without expanding access to other leads.