Report a problem
Go to KanBo Website

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:

  1. Global Settings
    • Access to global settings
    • Changing the order of space templates
  2. Roles Assignment
    • Viewing KanBo roles
    • Assigning 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
    • Enabling the Resource Management and Time Tracking in KanBo
  4. Adding KanBo Users
    • Adding new users to KanBo
  5. Licenses
    • Activating and deactivating users
    • Changing user license
  6. Groups
    • Adding and renaming KanBo user groups
  7. Create Workspaces
    • Creating workspaces
  8. Public
    • Setting spaces as public
    • Setting workspaces as public
  9. Templates
    • Creating space templates
    • Downloading and uploading space templates
  10. Document Sources
    • Adding and removing document sources
    • Renaming document sources
    • Repairing document sources
  11. Space Migration
    • Moving spaces between workspaces

There are 4 additional roles associated with the Resource Management module:

  1. Resource Admin
    • Accessing and editing resource management base data such as locations, work schedules, or office holidays
  2. 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
  3. Human Resource Managers
    • Accessing details of human resources, such as internal and external users
    • Adding new human resources and editing existing ones
  4. 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:

  1. On the Sidebar, select your avatar >  Settings >  Users.
  2. Hover over a user, go to More (the three-dots menu), and then select Roles.
  3. 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:

  1. On the Sidebar, select your avatar >  Settings >  Users.
  2. On the top of the Users section, go to More (the three-dots menu), and then select Manage user roles.
  3. 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

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.

Was this article helpful?

Please, contact us if you have any additional questions.