Using the Administration Panel

We respect customer feedback, and we respect it a lot. One of our top requested features was to simplify on one hand and improve on the other, the way users are managed in Kanbanize. The Admin Panel is in the “Administration” tab which, prior to release 3.9 was referred to as “My Team”.

AdministrationMenu

The current user administration panel has 4 main sections (look for them on the left) which offer a logical flow (remember Kanban, and therefore Kanbanize, is all about flows) – start with registering Kanbanize users, followed by assigning them to projects and boards. The next logical step would be defining user roles and finally setting users WIP limits up.

AdministrationPanell

How is the Admin Panel structured?

User Management

Displays registered users in a list which you can filter or sort by clicking on the grid columns – name, username, email, privileges. Mouse hover on a user and click on the edit icon at the rightmost part of the swim-lane to edit the existing users. Alternatively you can remove the user from Kanbanize by clicking on the remove (x) icon.

UserManagement

On the right part of the section you can invite users into Kanbanize (by adding their e-mail) and import users in bulk from a file (.xls, .xlsx, .csv and .txt).

02

Board Assignees

If you remember the previous versions of Kanbanize, there used to be both project and board assignees. We decided to combine them, so from now on you’ll be able to assign a registered Kanbanize user to a corresponding board which on its turn automatically assigns the users to the corresponding project. Again you can filter through the unassigned users or sort them. A new implementation is the ability to bulk select users (click on the check-box next to Name column) and add/remove them with one click to/from the project/board.

BoardAssignee

User Roles

You can view, edit and define new user roles from here. There are 3 main columns (all displayed, no need to expand and collapse like before) which outline the task permissions, allowed actions and board permissions when you choose to add a new role.

UserRoles

User WIP Limits

Here you can define work-in-progress limits (if you are administrator) for your registered Kanbanize users. Mouse hover on a user and click on the edit icon that appears at the right-most part of the swim-lane to edit the work-in-progress limits per user is each of the boards sections: (G) global i.e. all columns, (B) backlog, (R) requested, (P) in progress, (D) done and (A) archive.

Blog_WIP_01

Runtime Policies

For step-by-step tutorials about using the Runtime Policies in Kanbanize, go to our User Guides where you will find detailed instruction about each available automation.

Email Integration

The full explanation of the Email Integration tab and how to make use of this awesome feature, head to the user guide about Setting Up Your Email Integration here.

Happy Kanbanizing!

This entry was posted in Kanbanize, Kanbanize Help Topics on by .

About Bisser Ivanov

Keen on innovation, exploration or simply trying new things. Would that be a technology, new methodology or just cool gadgets. Got almost 2 decades of experience working as Software Engineer, Team Lead, QA/Processes Manager and Managing Director in mid-size and large scale Software Companies: Prosyst, SAP, Software AG.

3 thoughts on “Using the Administration Panel

  1. Pingback: Version 3.9 – What’s New? | Kanbanize Blog

  2. King

    Hello,

    I am trying to maximize the use of kanbanize and in so doing I created a new user role and the role itself does display in the administration panel but it does not appear in the drop down when I try to assign the role to a specific user. How do I rectify this issue? Thank you.

    Reply

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