1. Types of Roles In Kanbanize
There are three levels of user roles and permissions in Kanbanize:
- Project Manager
- User (default role)
The account Administrators have full privileges for all projects, boards, and settings. They can invite new users and remove/disable users from the account.
The Administrator privilege overrides any other role and has full access to all projects and boards within the account. The Administrators control the user roles and the user permissions in the account. Only Administrators can configure the account settings and set up the system behavior via the following features: Runtime Policies, User WIP Limits, Email Integration.
Only Administrator has access to the Billing Information and can upgrade, renew or delete an account.
1.2 Project Manager
This is a regular user, assigned to a board as a Project Manager. If a user is assigned as a Project Manager for one board in a given Project, he will automatically become a Project Manager for all boards that belong to that project.
Project Managers have rights to modify the project and boards settings.
The Project Manager could also assign/remove users from/to the boards, but they cannot disable, enable or invite new users.
"Users" are all members of the account with non-administrative privileges.
Each user can have a different user role that allows/restricts certain actions in the system.
The user rule can be the default one, which is available in the system or a custom role (check p.3) created by the account Administrator.
2. How to Assign a Role to a user?
2.1 The Project Manager role, the Default role and the Custom roles (if any) are assigned during the Board assignee process.
Go to the Board Assignee tab -> choose the Project and Board -> checkmark the user in the "Non-members of the Board" panel -> select the Assignee tab and both default roles (Project manager; Default) and custom roles (if any) will be displayed. Select the role you want to assign to the user and proceed further.
- The Project Manager is a built-in role and cannot be modified. As described above, the Project Managers have administrative privileges for the entire project to which they are assigned to.
- Users with Default role have the following permissions and allowed actions: please, see the checkmarks under the headers: Card Permissions, Allowed Actions and Board Permissions.
Note: To edit the default role -> just select/deselect the actions you want to allow/restrict and save your changes. Access this panel from the User Roles tab in the Administration Panel.
2.2. You can grant an Administrative role during the invitation process.
Type the email of the pеrson you want to invite in the Email address text box -> set a checkmark to the "Administrator" box and send the invite.
If you want to grant the Administrative role to an existing user -> go to the User Management tab -> select Edit from the dotted icon that belongs to the registered user -> select the Administrator role from the Privileges dropdown.
3. How to create a new custom Role?
Create your custom User Roles prior to sending your account invitations.
3.1 To create a new user role -> select the User Roles tab ->click on the Add new role button.
3.2 Fill in the name of the New Role that you want to create -> checkmark the permissions and actions you want to grant for the role -> click on the green check mark to save the role.
4. How to change the User Role of a board assignee?
4.1 Go to the Board Assignees tab of the Administration panel.
4.2 Choose the project and the board from the drop-down menu and go to the "Members of the Board" panel to the right.
4.3 Click on the edit icon (the pencil) that belongs to every user.
4.4 Choose the new user role from the drop-down menu and click on the green check mark to save the changes.