KanBo Access Matrix

System and Functional Roles

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Copy to Clipboard System and Functional Roles Role Visibility Actions Configuration Scope Global Settings System-wide Manage platform-wide preferences and environment setup Full Global Roles Assignment System-wide Assign or revoke KanBo roles Full Global Setup System and integration components Refresh license, configure Elastic Search, manage sync targets Full IT Operations Create KanBo Users All Workspaces Add users, initiate onSpaceing Moderate HR / IT Admin Licenses All Workspaces Activate/deactivate users, change license types Full License Manager Groups All users Create, rename, and organize user groups Full HR Admin or Workspace Owner Space Migration All Spaces Move Spaces between Workspaces Full PMO, Governance Admin Public Workspaces and Spaces Set visibility as Public or Private Full Governance or Security Officer Templates All Spaces Create and upload templates, import Planner projects Full PMO, Standardization Lead Document Sources Global file repositories Add, repair, rename document sources Full IT or Knowledge Admin Create Workspaces Organizational structure Create new Workspaces Full Program Manager or Workspace Admin