User management in Board
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Checking permissions in a Board
In the middle of the left panel, you have a section that serves to manage users with access to this board.
You will see that there are 3 permission levels in a Board.
Owners
This is the highest permission level in a Board. Owners can:
- change Board settings,
- see all activities in the stream,
- visit all sections of a Board, including views,
- manage documents and document sources,
- manage labels,
- manage board users,
- see the archive,
- perform all actions on cards,
- follow a card, list or the entire board
- access and change all documents
Members can:
- see all views of the Board,
- see all activities in the stream,
- add, edit and remove documents,
- add document sources,
- see the archive,
- perform all actions on cards,
- follow a card, list or the entire board
- access and change all documents
Visitors can:
- see all views of the Board,
- see all activities in the stream,
- see sections of Users, Labels, Archive,
- in cards, visitors can only write, edit and remove their own comments.
- follow a card, list or the entire board
- access all documents
1. Click on the more section and select Users.
2. You will see now all users added to this Board. They will be grouped by their permission level: Owners, Members, and Visitors.
When you are an owner of this board, you can add users from here using the +Add button in every group.
3. Click on
and then on Manage users button to add or remove users or user groups. In the cloud scenario, you can change settings of user permissions there.
You can also see here permission levels of users to this Board - who is an Owner, Member or a Visitor.
Additional user management pane
Board upper bar is now equipped with a simplified and additional user management section. It’s possible to add users by clicking on the plus button.
There’s also an option to filter cards by ones to which a certain user is assigned to. It can be achieved by clicking on the user on the upper bar and selecting Filter.
Adding users to a Board
To add users as owners or members, enter the matching section. Then click +Add users.
Select members you would like to add or type their names in the Find user field and select them as well. Click on Add selected.
Users have been successfully added.
Adding user groups to a Board
This applies only to the On-premise installation.
To add KanBo user groups or External user groups, open the Board's user management section and select three dots button and click Manage users.
Now select the permission tab (Owner, member, visitor) and select +Add to add groups.
Now select groups and click on Add selected. Your groups will be added to the board.
Changing permissions in a Board.
To change permissions in a Board, simply add a user into a different group and remove the user from his previous group. You can also use drag&drop to move people between groups.
We have improved changing permissions in a Board by yourself.
For example, if you remove yourself from Board Owners while being also in Visitors group, you will have your permissions removed immediately. The change of permissions in a Board will be applied in real time.
Remove users from Board
If you want to remove user from a board, in Manage Users section, click on
button and choose Remove from group option.
