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

Create 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 +Add user button.




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 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 Board Collection 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 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 name of a particular user, you will be presented with a set of user actions as well as indication of this user’s name. 

Click onbutton next to user's name and select "Promote to manager".


You can demote user in the same way.


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Adding Users to Boards

Once you add 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

In order add a user to a Board, you need to be in the Board Owners group of that specific Board. On the left hand site click the person icon (Users button).Then click on Manage users button.




 Now you will be able to add many users by using +Add users button.




Select users and click on Add selected button.




2. Adding User groups to a Board

As a Board manager, you can add users one by one to Boards or take advantage of possibility user groups have to offer. By use of this feature you can add a whole group at once to a Board within a few clicks. User groups can be created for any reason, but they are especially helpful to collect people belonging to your team or a departament in a company. Read more about management of User groups.


In User management section, click +Add User group.



Select User groups you would like to add to a Board. Click on Add selected. User groups have been successfully added.




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users

This article was helpful for 3 people. Is this article helpful for you?

This shows how to add and change user access levels. How about instruction on how to remove users from KanBo?

"At this very time it's not possible to remove user from KanBo Landing Page Users section using UI."


There is also FAQ article on that - http://community.kanbozone.com/topics/198-how-do-i-remove-a-user/