Roles and Permissions

System and Functional Roles

KanBo provides 11 administrative and configuration roles that define access to high-level system capabilities.

These roles are typically assigned by administrators or security officers.

Role	Description	Primary Responsibilities
Global Settings	Grants access to organization-wide KanBo settings and preferences.	Configure platform-wide parameters, change template order, manage core settings.
Roles Assignment	Manages KanBo roles and user permissions across the system.	Assign or remove roles, review role ownership.
Setup	Controls environment setup and integrations.	Refresh license status, configure Elastic Search, manage sync targets and plugin forms.
Create KanBo Users	Adds new users and manages initial access.	OnSpace new employees into KanBo.
Licenses	Controls user license activation and deactivation.	Manage Business, Enterprise, or Strategic licenses.
Groups	Manages KanBo user groups.	Add, rename, or organize teams into groups.
Space Migration	Moves Spaces between Workspaces.	Reorganize projects while maintaining data integrity.
Public	Sets visibility of Spaces and Workspaces.	Mark areas as public or restricted.
Templates	Creates and manages Space Templates.	Design reusable Space structures and import from Microsoft Planner.
Document Sources	Connects and maintains document repositories.	Add or repair document sources (e.g., SharePoint).
Create Workspaces	Allows the creation of new Workspaces within KanBo.	Enable department-level Workspaces under governance policy.

These roles provide fine-grained control over how KanBo operates at the platform level, enabling large enterprises to distribute system responsibilities without compromising security.