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. 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 Elasticsearch connection
    • Enabling the Resource Management and Time Tracking in KanBo
  3. Licenses
    • Activating and deactivating users
    • Changing user license
  4. User Creation
    • Adding new users to KanBo
  5. User Groups
    • Adding and renaming KanBo user groups
  6. Workspace Creation
    • Creating workspaces
  7. Space Migration
    • Moving spaces between workspaces
  8. Public Access
    • Setting spaces as public
    • Setting workspaces as public
  9. Templates
    • Creating space templates
    • Downloading and uploading space templates
    • Importing plans from Microsoft Planner
  10. Document Sources
    • Adding and removing document sources
    • Renaming document sources
    • Repairing document sources
  11. KanBo Role Management
    • Viewing KanBo roles
    • Assigning and removing KanBo roles from users

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

  1. Basedata Manager
    • Accessing and editing resource management base data, such as locations, work schedules, or official holidays
  2. 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
  3. Human Resources Manager
    • Accessing details of human resources, such as internal and external users
    • Adding new human resources and editing existing ones
  4. Physical Resources Manager
    • Accessing details of physical resources, such as machinery, materials, or external contractors
    • Adding new physical resources and editing existing ones
  5. Resource Role Management
    • Assigns KanBo roles related to the Resource Management module to other users

Assigning and removing roles from a user

The KanBo Role Management 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, 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 KanBo Role Management 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, 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, 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.

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