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Learn the Basics
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- Spaces
- Space Types
- Creating Spaces
- Adding Users to Spaces
- Space Activity Stream
- Following Spaces
- Space Details
- 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
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Visualize Work
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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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- 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
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- 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
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Workspace Access and Permissions
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In this article:
Overview
When collaborating on projects, it’s important to have clear and defined levels of access and permissions in the workspace. This ensures that workspace users have the appropriate level of access to complete their tasks, while protecting sensitive information.
There are 3 levels of access to a workspace:
- Owner
- Member
- Visitor
Example: HR workspace users.
You can manage users only in the private type of workspace.
Each time you add a user to the workspace, you must decide what level of access to the workspace the user will need.
Only workspace users can see the workspace. It is invisible to other KanBo users.
Workspace users permissions
Each level of access to the workspace is associated with different permissions. These are listed in the following table.
Owner | Member | Visitor | |
---|---|---|---|
see workspace | |||
leave workspace | |||
manage workspace users | – | – | |
manage folders | – | – | |
add spaces | – | – | |
rename workspace | – | – | |
delete workspace | – | – |
Managing workspace users
Only workspace owners can manage workspace users.
To change the user’s level of access to the workspace:
- Open KanBo.
- On the Sidebar, go to Workspaces & Spaces
, and then select the workspace. - Select the user icon
. - On the desired workspace access level, go to Add user, select the user, and then confirm with + Add selected.
Any change in permissions on a workspace is applied in real-time.
Learn how to:
FAQ
Can workspace members manage user permissions in a workspace?
No, only workspace owners can manage workspace users.
Can I see the workspaces that I am not a member of?
No, you can only see workspaces you have access to.
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