KanBo Access Matrix

Visibility and Control Across Role Layers

Visibility and Control Across Role Layers
Access AreaWorkspace OwnerWorkspace MemberSpace OwnerSpace MemberVisitorAdmin/System RolesResource RolesCards & Notes✅ Full✅ Partial✅ Full✅ Full🔍 View only——Documents✅ Full✅ Partial✅ Full✅ Partial🔍 View✅ (Document Sources)—Relations & Dependencies✅✅✅✅🔍——Templates✅—✅——✅—Workspaces / Spaces Creation✅—✅——✅ (Create Workspaces)—Automation Rules✅—✅——✅ (Setup)—Resource Data (People)——————✅ HR / Basedata ManagersResource Data (Machines/Units)——————✅ Non-Human Resources ManagerFinancials / Budgets——————✅ Finance ManagerSystem Configuration—————✅ Full—User & License Management—————✅ (Roles, Licenses)—Visibility for Executives🔍🔍🔍🔍🔍—🔍 Finance/HR Managers

Legend:
✅ = Full access  🔍 = Read-only visibility  — = No access

Access Area	Workspace Owner	Workspace Member	Space Owner	Space Member	Visitor	Admin/System Roles	Resource Roles
Cards & Notes	✅ Full	✅ Partial	✅ Full	✅ Full	🔍 View only	—	—
Documents	✅ Full	✅ Partial	✅ Full	✅ Partial	🔍 View	✅ (Document Sources)	—
Relations & Dependencies	✅	✅	✅	✅	🔍	—	—
Templates	✅	—	✅	—	—	✅	—
Workspaces / Spaces Creation	✅	—	✅	—	—	✅ (Create Workspaces)	—
Automation Rules	✅	—	✅	—	—	✅ (Setup)	—
Resource Data (People)	—	—	—	—	—	—	✅ HR / Basedata Managers
Resource Data (Machines/Units)	—	—	—	—	—	—	✅ Non-Human Resources Manager
Financials / Budgets	—	—	—	—	—	—	✅ Finance Manager
System Configuration	—	—	—	—	—	✅ Full	—
User & License Management	—	—	—	—	—	✅ (Roles, Licenses)	—
Visibility for Executives	🔍	🔍	🔍	🔍	🔍	—	🔍 Finance/HR Managers

Legend:
✅ = Full access 🔍 = Read-only visibility — = No access