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KanBo Roles

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KanBo provides a set of roles that grant granulated permissions to the users.

Setting a role

1. To grant a role to the user, you must have a Role Management permission. Formerly, if you were a KanBo Manager, you will be able to do that.

2. Open settings, then Users.

3. Select a user you would like to grant a role to.

4. Hover over the user and select three dots button (more), then select Roles.

5. Now you can select which roles you would like to assign to the user.

6. Select the roles and you can exit the Roles window.

Changing a role

1. To change a user's role, you must have a Role Management permission. Formerly, if you were a KanBo Manager, you will be able to do that.

2. Go to Settings -> Users on your Board Collection.

3. Select a user you would like to change the role of.

4. Hover over the user and select three dots button (more), then select Roles.

 

5. Now select the roles. You can uncheck some roles and select different ones.

Manage roles

1. To see which users are equipped with which role, open Users section.

2. Now select three dots (more) button and select Manage user roles.

3. Now you can enter a role and see which users are equipped with it.



Description of roles

Here you will find all permissions which are included in Roles.

Roles Assignment

- Adding Users to roles

- Removing roles from Users

- Viewing User roles

Setup

- Refreshing license status

- Getting License ID

- Adding Sync Targets

- Getting Plugin forms

- Adding Groups

- Resyncing and Removing Sync Targets and Users

Adding KanBo users

- Adding Users to KanBo

Licenses

- Activating Users

- Deactivating Users

- Changing License

Groups

- Add groups

Adding Boards

- Adding Boards

- Positioning Board Template

- Changing Board Collection Settings

If the Openbook setting is enabled, all users (not only users with Adding Boards role) will have the option to create boards.

Public

- Setting Board Collection as public

- Making Boards public

Templates

- Seeing board and board collection templates

- Editing board and board collection templates

- Uploading board and board collection templates

Document Sources

- Adding Document Sources

- Removing Document Sources

- Repairing Document Sources

- Renaming Document Sources

Incoming Emails

- Changing Incoming Emails settings 

- Removing Incoming Emails settings

- Viewing Incoming Emails settings

If someone doesn't have this role and is a Board Owner, he can edit/remove/view public and private addresses of board and card.

If someone doesn't have this role and is a Board Member, he can edit/remove/view only private addresses of board and card.


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