Add users to KanBo

In order to allow others to use KanBo, they need to be added to Users section on the Landing Page.

Users can be added to KanBo on two different levels:

  1. KanBo Manager - has the highest permissions in KanBo, can promote other users to become Managers, create new Boards and Board Groups and change its order on the Landing Page.
  2. KanBo User - must be added on the landing page first, then you can add him to Board as a Manager, Owner or Visitor.

Create a new user on Office 365 (optional)

Here you will get know how to add users to Office 365. You can also add several users to Office 365 at one time. Note that you will need to have administrative privileges.

Add user to KanBo

You need to be KanBo Board Collection Manager to add more users to KanBo. Open Users section on the Landing Page and select the +Add user button. You can add many users at once. 

You can add many users at once. You can also invite external users (with Windows Live ID or from different Office 365 tenant) and then, add them on the Landing Page of KanBo.

There is also the possibility to Import SharePoint users to KanBo automatically.

You also import user by usage of KanBo User import functionality.

Simply click on "Add users from file" button and upload a .csv file containing Users list.

Promote user to become KanBo Manager

KanBo Boards Managers are people who are able to create new Boards, Board Groups and manage Document Sources – this group represents the highest permission level in KanBo.

However, in a situation when after creating a Board, the User is removed from a Board, (s)he will not be able to access this Board anymore.

KanBo Boards Managers can be added only on the Landing Page level. Once you click on More icon next to the name of a particular user, you will be presented with a set of user actions as well as an indication of this user’s name. 

Click on the button next to the user's name and select "Promote to manager".

You can demote the user in the same way.

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Adding Users to Boards

Once you add a user on Landing Page you can add him to a Board. Board can be granted three different permission levels:

  1. Owners – such user is like a Board admin, he can change settings, add new lists or even delete a board.
  2. Members – member user can add new cards add, do everything in the context of a card (read/modify/archive/delete – if they're allowed by the Owner).
  3. Visitors – visitor user can only the read permissions, can see everything in the board but can't modify the content except writing comments in cards.

1. Adding users to a Board

1. Click on Users section button in a Board.

2. You will see now all users added to this Board. They will be grouped by their permission level: Owners, Members and Visitors. When you are an owner of this board, you can add users from here using the +Add button in every group.

3. Click on the following button and then on Manage users button to add or remove users or user groups.

You can also see here permission levels of users to this Board - who is an Owner, Member or a Visitor.

3. To add users as owners, members or visitors, enter the matching section. Then click +Add users. Select members you would like to add or type their names in the Find user field and select them as well. Click on Add selected.

Users have been successfully added.

2. Adding User groups to a Board

In KanBo, all users must be added to the Landing Page of KanBo and then be added to certain Boards as managers, owners or visitors. As a Board manager, you can add users one by one to Boards or take advantage of possibility user groups have to offerBy use of this feature, you can add a whole group at once to a Board within a few clicks. Read more about creating and managing user groups here.

In order to add members of a User group, enter a Board where you would like to add a user group to.

Click on the Users section in this Board and then click on the Manage Users button.

To add a User Group to a Board, click on the +Add (User groups) button.

Select a group you would like to add to a Board. After choosing it, click on Add selected.

Selected user groups and all its members have been successfully added to a Board.

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