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Learn the Basics
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- Spaces
- Creating Spaces
- Adding Users to Spaces
- Space Activity Stream
- Following Spaces
- Space Details
- Space Settings
- Duplicating Spaces
- Renaming Spaces
- Adding Cards to My Space
- Removing Cards from My Space
- Removing Users from Spaces
- Closing and Restoring Spaces
- Deleting Spaces
- Moving Spaces between Different KanBo Environments
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- Creating Cards
- Changing Card Statuses
- Following Cards
- Scheduling Cards
- Copy & Paste
- Quick Actions
- Duplicating Cards
- Changing the Default Card Status
- Creating Card Statuses
- Changing the Order of Card Statuses
- Deleting Card Statuses
- Moving Cards between Spaces
- Renaming Cards
- Archiving Cards
- Unarchiving Cards
- Deleting Cards
- Creating Card Blockers
- Managing Card Blockers
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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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Space Access and Permissions
When collaborating on projects, it’s important to have clear and defined levels of access and permissions in the space. This ensures that space users have the appropriate level of access to complete their tasks while also protecting sensitive information.
There are 3 levels of access to a space:
- owner
- member
- visitor

Each time you want to add a user to the space, you need to decide what level of access to the space the user will need.
Only space users can see and enter the space. The space is invisible to other users.
Space users permissions
Each level of access to the space is associated with different permissions. These are listed in the following table.
Owner | Member | Visitor | |
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see space views | ![]() |
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create space views | ![]() |
personal views | personal views |
see activity stream | ![]() |
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export space to file | ![]() |
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follow space/grouping/card | ![]() |
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chat | ![]() |
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card actions | all | all | comments only |
documents | manage | manage | – |
archive | manage | manage | – |
document sources | manage | – | – |
manage users | ![]() |
– | – |
manage custom fields | ![]() |
– | – |
manage card statuses | ![]() |
– | – |
space settings | ![]() |
– | – |
FAQ
Can I change the level of access to the space?
Yes, you can manage space users’ roles if you are the space owner.
Can I give access to specific KanBo platform areas to individual users?
Yes, use KanBo roles to decide who is responsible for different KanBo areas like global settings or document sources.
Is it possible to see the space while not being assigned to it?
To view the space, you must be a space user, which means you have one of three levels of access to this space.
Can I invite external users to a space?
Yes. You can add external users to your spaces.
Can different users be owners of different spaces?
Yes, you can add users to each space separately and decide what level of access they have.
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