1. How to manage Admin privileges?
2. Types of Admin privileges in Kanbanize
- Account Owner privilege
- Create Workspaces
- Make Payments
- Manage Business Rules
- Manage Integrations
- Invite Users
- Enable/Disable Users
- Delete Users
- Manage Teams
- Manage User WIP Limits
- Manage Roles
- Manage Card Elements
- Manage Security Settings
- Manage Dashboards
- Manage Logged Time
- Access Audit Logs
1. How to manage Admin privileges?
Admin Privileges are system-level permissions that allow users to access and manage users as well as different product areas.
The user who has created the Kanbanize account automatically becomes an Account Owner. The Account Owner has full permissions in the account and can grant or remove user privileges.
Firstly, the Account Owner invites users and assigns them to boards by defining their roles.
Secondly, the Account Owner might grant additional admin privileges to the users. This is controlled from the Users tab of the Administration panel.
Privileges are granted per user from the Admin Privileges column.
Click the default No Admin Privileges link that belongs to every user to open the Admin Privilege panel and select one or more privileges for that user.
2. Types of Admin Privileges
There are 14 different types of Admin privileges. You can assign one or more admin privileges to any user within your Kanbanize instance.
Account Owner privilege
Users with Account Owner privileges have all of the Administration Privileges enabled.
That also includes the permissions to:
- view all boards in the account (note: only users that are assigned to a board can have the editing permissions)
- add/remove members on all boards
- change the company name and logo
- initiate a trial period for add-ons
This privilege allows users to create and manage new Workspaces.
This privilege allows users to view and change account payment methods and manage subscription settings. That includes the permissions to:
- change the number of license seats
- start/end subscriptions for add-ons
- access payment invoices
Manage Business Rules
This privilege allows users to access the Business Rules section. That includes the permission to create, modify and delete Business Rules on all boards where the user is a member.
This privilege allows users to enable/disable and manage all integrations in the account. That includes the permission to manage the Email Integration and Board Webhooks.
Users with that privilege will have the ability to invite new team members in the Kanbanize instance.
Note: You can assign newly invited team members only to boards for which you are granted Workspace Manager status.
With that privilege, users will be able to enable or disable other users. Unlike deleting them, disabling a user retains their information in the system, while their license seat gets freed up. Alternatively, once you enable a user, you are activating an additional license seat.
Users with this privilege can delete other users in the account. Keep in mind that you cannot delete a user if they are the last/only person assigned to a board. You need to assign an additional user to the board before being able to delete them. You can read more about deleting users in Kanbanize here.
This privilege allows a user to create, modify and delete Teams in the account.
A user with that privilege would be able to change a team's name and description and will be able to add or remove any members/managers from that team.
The user would also be able to assign the team to any of the boards for which they have the Workspace Manager role.
In case a user (that has the Manage Teams privilege) is not a Workspace Manager on any workspace, they would not be able to view or modify the boards to which a given team is assigned.
Manage User WIP Limits
This privilege allows a user to configure the WIP Limits of each user per section (backlog, requested, in progress, done, archive) and to control if these limits can be exceeded or not.
A user with this privilege can enable and disable the WIP limits as well.
This privilege allows users to create, delete and modify the custom board roles in the Kanbanize account.
Manage Card Elements
This privilege allows users to create, delete and modify card elements (blockers, stickers, tags, types, templates, and custom fields).
This includes the permission to add/remove those elements on all of the boards within the account.
Manage Security Settings
This privilege allows users to access and make changes in the Security & Audit section of the Account Administration menu. That allows them to access and modify the Security and Card Controls for the whole account.
This privilege allows users to manage all Dashboards in the account via the Dashboards section located in the Account Administration menu.
This includes the permission to:
- add/remove users to/from any dashboard as members or managers.
- add/remove teams to/from any dashboard as members or managers.
- add/remove any workspace to/from any dashboard.
- edit/delete a dashboard as a dashboard member.
Manage Logged Time
This privilege allows users to log time as well as to edit and delete any logged time entries on cards to which they have access.
This also includes the permission to view logged time on cards via the Advanced Search and the Worklog reports (for boards where the user is added as a member).
Access Audit Logs
This privilege allows users to view and export audit logs related to the account. The system logs are divided into several categories including:
User Management and Users Last Activity logs
Business Rules' execution logs
API, Webhooks, and Email Integration logs