KanBo Roles

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KanBo provides a set of roles that can be used to give users responsibility for different areas. Roles are related to the management of settings, documents, and other users.

Roles description

There are 10 KanBo roles that can be assigned to a user:

  1. Global Settings
    • access to global settings
  2. Roles Assignment
    • viewing KanBo roles
    • adding and removing KanBo roles from users
  3. 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
  4. Adding KanBo Users
    • adding new users to KanBo
  5. Licenses
    • activating and deactivating users
    • changing user license
  6. Groups
    • add groups
  7. Adding Workspaces
    • adding workspaces
    • changing the order of space templates
  8. Public
    • setting spaces as public
    • setting workspaces as public
  9. Templates
    • accessing space and workspace templates
    • downloading and uploading space and workspace templates
  10. Document Sources
    • adding and removing document sources
    • renaming document sources
    • repairing document sources

See how to manage KanBo roles.


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

Only users with the Roles Assignment role can manage user roles.

Yes, if you are the space owner. Drag the user’s avatar and drop it on another permission level.

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