Content:
1. Administration Panel Access
2. Quick Overview of the Administration panel
3. User Management Tab Overview
4. Business Rules (automations)
5. Kanbanize Integrations panel
6. Card Management - Blockers and Stickers
7. Security & Audit Logs in Kanbanize
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, control user WIP limits. The panel provides access to the system business rules, all integration settings as well as the Security & Audit Logs.
2. Overview of the Administration Panel
The Administration panel consists of five 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.
- Integrations (3) - Email Integration and Integrations with other systems.
- Card Management (4) - create and manage Card blockers, Card Stickers, and Card Tags.
- Security & Audit Logs (5) - manage your security at a global level and track all system and user-invoked events in chronological order.
3. User Management
The User management provides access to the following control tabs: Users, Teams, Roles, Board Members, Workspace Managers, User WIP Limits, Dashboards and Invite Users.
(1) Users - it displays registered users in a list. 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 | Admin privileges | 2FA.
For more information about user management, please check the dedicated article.
(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 to each board.
For more information, please check the dedicated article.
(3) Roles - open the panel to 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.
For more information about the roles and how to create new ones, please check the dedicated article.
(4) Board Members - from this panel, the Account Owners or the 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.
(5) Workspace Managers - have full permissions to configure Workspaces and Boards they are assigned to. That includes the ability to manage Board assignees. Once assigned to board the Workspace manager status will override any previous User Role and grant user full permissions.
For more information, please check the following 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 sub-topic "Set up a USER WIP Limit" 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: number of users who use the dashboard; the number of teams, number of workspaces as well as the number of 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 article.
(8) Invite Users - use this button to invite new users to your account. Only Account Owners can invite new users. For more information, please check the dedicated article.
4. Business Rules
Access the business rule engine of your account to set up process automations.
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 article.
5. Integrations settings
Configure your Kanbanize integration with different systems or set up your Еmail integration to hook your email address to a Kanban Board.
6. Card Management
Using this option, you can manage and create Card Tokens(blockers/stickers) and Card Tags.
- The 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.
- Create a card tag to add value to the card and make information visible at first sight. Please, check the following article.
7. Security & Audit Logs
Using 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 learn more about the security controls as well as the card controls, please check the dedicated article.
To learn more about the Audit logs, please follow this link.
