-
Learn the Basics
-
- Spaces
- Space Types
- Creating Spaces
- Adding Users to Spaces
- Space Activity Stream
- Following Spaces
- Space Details
- Space Dates
- General Space Settings
- Duplicating Spaces
- Renaming Spaces
- Changing the Space Color and Icon
- Leaving Spaces
- Removing Users from Spaces
- Moving Spaces between Workspaces
- Moving Spaces between Different KanBo Environments
- Closing and Reopening Spaces
- Deleting Spaces
-
Visualize Work
-
Collaborate
-
Level Up Your Work
-
Resource Management
-
Work Securely
-
Integrations
-
- KanBo and Microsoft Teams Integration
- Notifying KanBo Users in Microsoft Teams
- Opening KanBo through Microsoft Teams
- Sharing Microsoft Teams Messages and Posts as Notes in Cards
- Adding KanBo Elements as Tabs in Channels
- Integrating Workspaces with Microsoft Teams
- Integrating Spaces with Microsoft Teams
- KanBo Link Unfurling
-
- Exporting Space Views to Excel
- Visitors in Microsoft 365 Environments
- KanBo Autodesk BIM Integration
- KanBo and ServiceNow Integration
- KanBo and Zapier Integration
- Nintex Integration
- Seamless Import from Microsoft Planner to KanBo
- Creating Document Folders in Document Libraries Created by KanBo with Power Automate
- Creating KanBo Space Attached to Subfolder Created by Power Automate
- Advanced KanBo Actions in Power Automate
- Adding KanBo Modern Webpart to Your SharePoint Site
- KanBo and Azure Logic Apps Integration
- KanBo and Ui Path Integration: Usage
- Power Automate Integration: Triggers and Actions
-
KanBo Roles
In this article:
Overview
KanBo provides a set of roles that can be used to give users responsibility for different areas. Roles are related to managing preferences, documents, and other users.
There are 11 KanBo roles that can be assigned to a user:
- Global Settings
- Access to global settings
- Changing the order of space templates
- Roles Assignment
- Viewing KanBo roles
- Assigning and removing KanBo roles from users
- 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
- Enabling the Resource Management and Time Tracking in KanBo
- Adding KanBo Users
- Adding new users to KanBo
- Licenses
- Activating and deactivating users
- Changing user license
- Groups
- Adding and renaming KanBo user groups
- Create Workspaces
- Creating workspaces
- Public
- Setting spaces as public
- Setting workspaces as public
- Templates
- Creating space templates
- Downloading and uploading space templates
- Document Sources
- Adding and removing document sources
- Renaming document sources
- Repairing document sources
- Space Migration
- Moving spaces between workspaces
There are 4 additional roles associated with the Resource Management module:
- Resource Admin
- Accessing and editing resource management base data such as locations, work schedules, or office holidays
- Non-Human Resource Managers
- Accessing details of non-human resources, such as machinery, materials, or external contractors
- Adding new non-human resources and editing existing ones
- Human Resource Managers
- Accessing details of human resources, such as internal and external users
- Adding new human resources and editing existing ones
- Finance Manager
- Accessing internal costs, external prices, budgets, and financial reports tied to resources and projects
- Enabling cost-effective decisions and integrates a financial layer into resource management
Assigning and removing roles from a user
The Roles Assignment role is needed to assign or remove a role from a KanBo user.
To assign or remove a role from a KanBo user:
- On the Sidebar, select your avatar >
Settings >
Users.
- Hover over a user, go to More (the three-dots menu), and then select Roles.
- Check/uncheck the box next to the desired role.

Example: All roles belonging to the user Alexander Kaiser.
Managing a specific role access
The Roles Assignment role is needed to see users assigned to a specific role.
To manage a specific role access:
- On the Sidebar, select your avatar >
Settings >
Users.
- On the top of the Users section, go to More (the three-dots menu), and then select
Manage user roles.
- Select the role.

Example: All users with the Global Settings role.
Now you can see all users with this role.
To remove the role from a user:
- Hover over a user, go to More (the three-dots menu), and then select Remove role from user.
FAQ
Can I give access to specific areas to individual users?
Yes, use KanBo roles to decide who is responsible for different KanBo areas like global settings or document sources.
Who can manage user roles?
Only users with the Roles Assignment role can manage user roles.
Was this article helpful?
Please, contact us if you have any additional questions.