KanBo Roles

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.

Global Settings

- Allows You to access setting not normally available for Users

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 and managing Groups

- Resyncing and Removing Sync Targets and Users

- Configuring the Elastic Search connection

Adding KanBo users

- Adding Users to KanBo

Licenses

- Activating Users

- Deactivating Users

- Changing user License

Groups

- Add groups

Adding Boards

- Adding Boards

- Copying Boards

- Changing the order of Board Templates

- Changing the Board Removal settings and the Default Board Template

Public

- Setting Board Collections as public

- Setting Boards as public

Templates

- Accessing board and board collection templates

- Downloading and Uploading board and board collection templates

Document Sources

- Adding Document Sources

- Removing Document Sources

- Renaming Document Sources

- Reparing Document Sources