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Managing KanBo Roles

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KanBo roles can be used to give users responsibility for different KanBo platform areas. Roles are related to the management of settings, documents, and other users. See the list of KanBo roles here.

Assign or remove roles from users

To assign or remove a role to a user, you must have the Roles Assignment role.

Learn how to assign roles to users and give them access to new areas. Each user can be assigned multiple roles.

  1. Go to KanBo Settings.
  1. Select Users.
  2. Hover over a user and select the three-dot menu button.
  3. Click on Roles.

Now you can choose which roles you want to assign to the user.

  1. Check the boxes next to the roles.

Remember that each user can have multiple roles assigned to them.

This is also the place where you can remove a role from a user. Simply uncheck the box.

Manage role access

See users who have particular roles assigned.

  1. Go to KanBo Settings on Navigation Panel.
  2. Click on Users.
  3. Click on the three-dot menu button.
  4. Select Manage user roles.
  1. Enter a role and see which users are equipped with it.

Here you can remove a role from a user.

  1. Hover over a user and click on the three-dots menu button.
  2. Select Remove role from user.

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