How to assign a user to a Board?
You need to be either an Account Owner or a Workspace Manager to be able to assign users to different boards.
There are several ways to assign users to the boards in your Kanbanize account:
- use the Board Members tab in the Administration Panel (p.1)
- use the "Assigned boards" option of the Registration Members settings in the Users tab (p.2)
1. Assign users from the Board Members tab
Step 1: Open the Administration panel using the icon at the upper right side of your account.
Step 2: Click the Board Members tab and perform the following actions:
(1) Choose Workspace and a Board from the drop-down menu.
(2) Checkmark the user you want to assign to the board from the "Non-members of the Board" panel.
(3) Click on "Assign users" and the system will prompt you to select a User Role -> define a role and the user will be added to the "Members of the Board" panel.
Note: if the user is assigned as a Workspace manager, the Role panel will not appear.
(Img. 1)
Note: User roles are provided per board, which means that users can have different roles on different boards depending on their responsibilities.
When someone creates a board, regardless of their own user role, they are automatically assigned as Workspace Manager to this board.
2. Assign a user from the User tab
Step 1: Open the Administration Panel and go to the Users tab to get the list of all registered users in your account.
To assign a user -> select the dotted icon that belongs to each registered Username -> then select Assigned boards.
A new panel opens (Img.2), where you can see all Workspaces and boards available in your account. From this panel, you can see to which boards the user is currently assigned to as well as their user roles.
If you want to assign a user to a new Board, you have to mark the Board checkbox and select a role. Please note that you have the option to assign the user as a Workspace Manager (1) or select a role (2) (default/custom).
The Workspace Manager overrides any other role you have granted to the user in the respective workspace. Just don't forget to assign the user to the boards.
Img.2
3. How to unassign а user from a board?
Select the Board members tab in the Administration panel.
(1) Choose Workspace and a Board from the drop-down menu.
(2) Checkmark the user you want to unassign to the board from the "Members of the Board" panel.
(3) Click on "Unassign users" and the user will no longer have access to this board. 
4. How to change the user role of an assigned user?
Go to the Board Members tab of the Administration panel. Then select the Workspce and the board from the drop-down menu and go to the "Members of the Board" panel.
Click the edit icon (the pencil) that belongs to every user to activate the edit mode and select the new user role from the drop-down menu. Click the green check mark to save the changes you made.
