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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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KanBo Roles
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
10 KanBo roles can be assigned to a user:
- Global Settings
- access to global settings
- Roles Assignment
- viewing user roles
- adding and removing 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
- Adding KanBo Users
- adding new users to KanBo
- Licenses
- activating and deactivating users
- changing user license
- Groups
- add groups
- Adding Spaces
- adding spaces
- copying spaces
- changing the order of space templates
- changing the space removal settings and the default space template
- Public
- setting spaces as public
- setting space Collections as public
- Templates
- accessing space and space Collections templates
- downloading and uploading space and space Collections templates
- Document Sources
- adding and removing document sources
- renaming document sources
- repairing document sources
See how to manage KanBo roles.
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.
Can I change user's permission level at a space?
Yes, if you are the space owner. Drag the user’s avatar and drop it on another permission level.
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