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
- Manage Teams privilege
- Manage User WIP Limits 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 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 8 types of Admin privileges. You can assign one or more admin privileges to any user within the 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
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.
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
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 a member.
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.
Invite Users privilege
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.
Manage Teams privilege
This privilege allows a user to create, modify and delete Teams in the instance.
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 privilege
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.