Templates

Templates Governance and Permissions

Templates Governance and Permissions
KanBo ensures strong governance of template creation and usage:

Space Templates: Require Adding Spaces and Templates roles.

Card Templates: Available to Space Owners and Members.

Document Templates: Require Document sources and Space Owner roles.

Cross-Environment Use: Only authorized administrators can upload or export .kbt files between tenants.

Templates are stored within your organization’s infrastructure — maintaining data ownership and security at all times.

KanBo ensures strong governance of template creation and usage:

Space Templates: Require Adding Spaces and Templates roles.
Card Templates: Available to Space Owners and Members.
Document Templates: Require Document sources and Space Owner roles.
Cross-Environment Use: Only authorized administrators can upload or export .kbt files between tenants.

Templates are stored within your organization’s infrastructure — maintaining data ownership and security at all times.