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Learn the Basics
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- Cards
- Card Icons
- Card Details
- Card Statuses
- Card Users
- Card Activity Stream
- Card Status Roles
- Dates in Cards
- Reminder
- Responsible Person
- Card Blockers
- Global Card Blockers
- Card Issues
- Adding Cards to My Space
- Hinzufügen von Karten zu "MySpace"
- Removing Cards from My Space
- Entfernen von Karten aus "MySpace"
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- Creating Cards
- Changing Card Statuses
- Following Cards
- Scheduling Cards
- Renaming Cards
- Duplicating Cards
- Quick Actions
- Mass Actions
- Copy & Paste
- Creating Card Statuses
- Changing the Default Card Status
- Changing the Order of Card Statuses
- Deleting Card Statuses
- Moving Cards between Spaces
- Archiving Cards
- Unarchiving Cards
- Deleting Cards
- Creating Card Blockers
- Managing Card Blockers
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- Documents in KanBo
- Card Documents
- Uploading or Creating Documents in Cards
- Attaching and Detaching Documents in Cards
- Space Documents
- Document References
- Document Sources
- Downloading Documents
- Editing Documents
- Editing Documents in Browser
- Editing Documents in Office Applications
- Renaming Documents
- Deleting Documents
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Visualize Work
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- Space Views
- Creating Space Views
- Personal and Shared Space Views
- Card Grouping
- Filtering Cards
- Display Settings
- Work Progress Calculation
- Grouping Description
- Card Grouping Settings
- Changing the Order of Groupings
- Changing the Order of Space Views
- Deleting Space Views
- Following Card Statuses and Custom Fields
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Collaborate
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Level Up Your Work
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Work Securely
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Integrations
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- Advanced KanBo Actions in Power Automate
- Creating KanBo Space Attached to Subfolder Created by Power Automate
- Creating Document Folders in Document Libraries Created by KanBo with Power Automate
- Exporting Space Views to Excel
- KanBo and Azure Logic Apps Integration
- Power Automate Integration: Triggers and Actions
- Seamless Import from Microsoft Planner to KanBo
- Synchronizing KanBo with Outlook Calendar
- Using KanBo Outlook App
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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.
- Go to KanBo Settings.
- Select Users.
- Hover over a user and select the three-dot menu button.
- Click on Roles.
Now you can choose which roles you want to assign to the user.
- 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.
- Go to KanBo Settings on Navigation Panel.
- Click on Users.
- Click on the three-dot menu button.
- Select Manage user roles.
- Enter a role and see which users are equipped with it.
Here you can remove a role from a user.
- Hover over a user and click on the three-dots menu button.
- Select Remove role from user.
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