Content:
1. How to Access the Administration Panel?
2. Overview of the Administration Panel
3. User Management
4. Business Rules
5. Outcome Rules (beta)
6. Integrations Settings
7. Card Management
8. Security & Audit Logs
1. How to Access the Administration Panel?
Use the administration icon at the top right side of your Kanbanize account interface to access the Administration panel. Only Account Owners have full permissions in the Administration Panel.
From the Administration panel, users with the relevant permissions can invite new users, manage new and existing Kanbanize users and teams, user privileges and permissions, assign users and teams to boards, and control user WIP limits. The panel also provides access to the system business rules, outcome rules, all integration settings, and the Security & Audit Logs.
2. Overview of the Administration Panel
The Administration panel consists of six major tabs:
- User Management (1) — all user-related activities will be performed from the control tabs in the row.
- Business Rules (2) — the tab provides access to all Business rules in Kanbanize.
- Outcome rules (beta) (3) — from this tab, Account Owners can create, edit, delete, and disable Calculated Outcome Value (COV) rules.
- Integrations (4) — Email Integration and Integrations with other systems.
- Card Management (5) — create and manage Card blockers, Card Stickers, and Card Tags.
- Security & Audit Logs (6) — manage your security at a global level and track all system and user-invoked events in chronological order.
3. User Management
The User Management section gives access to the following control tabs: Users (1), Teams (2), Roles (3), Board Members (4), Workspace Managers (5), User WIP Limits (6), Dashboards (7), Saved Searches (8), Saved Reports (9), and Invite Users (10).
- (1) Users — It shows registered users in a list view. You can use the filter or sort the users by clicking on the grid column. The tab provides the following information per user: name, username, email address, Admin privileges, and 2FA. For more information, please check the dedicated User Management guide.
- (2) Teams — The teams reflect the internal organizational structure and might be created to serve a temporary service. This feature aims to facilitate bulk user access to selected boards and allows you to set different roles for a team on each board. Check our guide on how to create and manage teams in Kanbanize to learn more.
- (3) Roles — Here you can view, edit, and define new user roles. There are 3 main columns that outline the task permissions, allowed actions, and board permissions when you choose to add a new role. To learn more, head to our dedicated user roles and permissions article.
- (4) Board Members — From this panel, Account Owners or Workspace Managers choose the Kanban boards to which they want to assign or unassign a user (to/from).
For more information, please check the dedicated article on assigning users to a board. - (5) Workspace Managers — Here, Account Owners and/or Workspace Managers can grant or remove the Workspace Manager status to other users. Workspace Managers have full permissions to configure Workspaces and Boards they are assigned to. That includes the ability to manage Board members. Once assigned to a board, the Workspace manager status will override any previous User Role and grant the user full permissions. To learn more about it, please check the following roles and permissions sub-topic.
- (6) User WIP Limits — It allows Account Owners to define the Work-In-Progress limits per user. For more information, please check the "Set up a USER WIP Limit" sub-topic in the dedicated article.
- (7) The Dashboard tab provides an overview of all dashboards in your account and gives information for each dashboard. The panel displays all dashboards in a table format and includes the following information: the number of users who use the dashboard, as well as the number of teams, workspaces, and widgets. The settings menu allows Account Owners to manage users and teams that are assigned to the dashboard as well as to add/remove workspaces. To learn more about the custom dashboards in Kanbanize, check out the dedicated dashboards article.
- (8) Saved searches — From this tab, Account Owners can see all saved searches by the users in the account. The tab shows the name of the saved search, its owner, who it is shared with, whether it has a public link, and if there has been a Power BI query generated with it. You can learn more about how to create saved searches here.
- (9) Saved reports — This tab provides an overview of all saved reports by users in the account. It shows the report's name, its type (e.g. Blockers, Throughput, etc.), its owner, whether it is public, and if it is password-protected (only applies to public reports). To learn more about Kanbanize reports, please refer to Similar to Saved searches, this tab is only accessible to Account Owners.
- (10) Invite Users — Use this button to invite new users to your account. Only Account Owners can invite new users. For more information, please check our guide on inviting users in Kanbanize.
4. Business Rules
Access the business rule engine of your account to set up process automation.
The Business rules in Kanbanize trigger actions (create a card, move a card, update a card, send a notification, call web service, etc.) when certain events occur. The Business rules are working on the principle: If "X" and "Y" conditions are met then do "Z."
For more information, please check the dedicated articles on Business Rules.
5. Outcome Rules (beta)
Account Owners can access the outcome rules engine where they can create, modify, enable/disable, and delete COV rules.
Calculated Outcome Value (COV) rules are functions that help to automatically track your work progress and goals by reducing the need to manually update Outcomes. To learn more about how they work, please refer to our dedicated COV rules guide.
6. Integrations Settings
Configure your Kanbanize integration with different applications (2) or set up your Еmail integration (1) to hook your email address to a Kanban Board.
7. Card Management
From this panel, you can manage and create Card Tokens (blockers/stickers), Tags, Types, Templates, and Custom Fields:
- Card tokens allow you to block cards or additionally mark them with a certain label for categorization. For more information, please check the dedicated article on card blockers and stickers.
- Create a card tag to add value to the card and make information visible at first sight. To learn more, please check our guide on how to create and manage tags.
- Use card types to categorize various types of work, e.g. “Customer Request,” “Reported Bug,” etc. You can learn more about using card types here.
- Card templates let you generate cards with predefined properties to aid in work processes with repetitive actions and/or requirements. To learn more, check the dedicated article on card templates.
- Custom fields let you track and collect data that is unique to your projects and work processes. You can learn more about custom fields here.
8. Security & Audit Logs
With these controls, you can manage your security environment at a global account level and review entry logs for key areas in your account administration.
To get a better understanding of card and security controls, please refer to our account security and card controls guide. For more information on how Audit logs work and how to use them, please check our Audit logs article.