Content:
1. How to manage Admin privileges?
2. Types of Admin privileges in Kanbanize
- Account Owner privilege
- Create Workspaces privilege
- Make Payments privilege
- Manage Business rules privilege
- Manage Integrations privilege
- Invite Users privilege
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 invite users and assign them to boards by defining their roles.
Secondly, the Account Owner might grant 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 6 types of Admin privileges. You can grant every user in your account with the admin privileges.
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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 assignees on all boards
- change the company name and logo
- initiate a trial period for Add-ons
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Create Workspace privilege
It allows users to create and manage new Team Workspaces. That includes the permissions to create and manage Card Templates, Custom Fields and Tokens on the Workspace level.
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Make payments privilege
It allows users to view and change account payment methods and manage subscription settings. That includes the permissions to:
- change the number of user and Manager license seats
- start/end subscriptions for Add-ons
- access payment invoices
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Manage Business Rules privilege
It allows users to work with Business Rules automation engine. That includes the permissions to create, modify and delete Business Rules on all boards where the user is an assignee.
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Manage Integrations privilege
It allows users to enable/disable and manage all integrations in the account. That includes the permission to manage the Email Integration and Board Webhooks.
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Invite Users privilege
It allows all user members having this privilege to invite new team members.
Note: You can assign newly invited team members only to boards for which you are granted Workspace Manager status.