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Space Access and Permissions

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In this article:

Overview

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.

If you use a standard space type, the users of that space are inherited from the workspace and you cannot manage them in space.

In standard space, all workspace users automatically become space users. Therefore, if you want to manage the users of such a space, you can only do so by making changes within the workspace users.

Only space users can see and enter the space. The space is invisible to other KanBo users.

You can change the users view to a more detailed view with usernames and emails.

Example: Detailed view of space users.

The users section also has a search engine for finding 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
See space views
Create space views personal views only personal views only
See the space activity stream
Follow space/grouping/card
Chat
Card actions all all comments only
Space details see and manage see see
General space settings – –
Archived cards see and manage see and manage see
Space documents see and manage see and manage –
Export space to file
Manage space users – –
Manage custom fields – –
Manage card statuses – –
Move the space – –
Close the space – –
Reopen the space – –
Delete the space – –

Managing space users

Only space owners can manage space users. Space users can only be managed in private and shared spaces.

To change the level of access to the space:

  1. Open the KanBo.
  2. On the Sidebar, go to  Workspaces & Spaces, and then select the desired space.
  3. On the top space bar, go to the  Users section.
  1. Drag the user’s avatar and drop it on a different level access section.

Any change in permissions on a space is applied in real-time.

See how to:

FAQ

Yes, you can manage space access if you are the space owner. 

Yes, use KanBo roles to decide who is responsible for different KanBo areas like global settings or document sources.

To view the space, you must be a space user, which means you have one of three levels of access to this space. 

Yes. You can add external users to a shared space type.

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