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”.
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.
How is the Admin Panel structured?
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.
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).
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.
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.
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.
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.
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.