There are 3 ways to set up a new user:
Using the "share" option:
While on the Dashboard, click the "share
" option next to your Kanban board's name or folder.
Then click on "Add new person
" and fill the form.
Choose "full access" option to allow invited person to create, modify, move and delete tasks. This person will have access to this board or folder only.
Going to the "People
" tab and clicking "Add new person
" and filling the form:
If you want this person to view all boards and folders, please select "Account administrator" privileges.
" privileges allow to see and do everything with and within your account.
If you want this person to have access only to a selected board or folder, after inviting this person,
please go to "share" option and select this person to give access.
Importing team members' details from a CSV file:
If you have a CSV file with people you would like to add to this account, you can import them at once instead of adding each person individually.
Kanban Tool provides a separate account for each user or team, that can be accessed directly.
Each account has an individual subdomain, eg. mydomain.kanbantool.com
. So, rather than logging in at our main page, each user logs in at their own subdomain address.
To create a new account, please click right here
To log in to your account, please enter your domain name in the browser's address bar (mydomain.kanabntool.com
) and enter your unique username and password.
If there is more users in your account, although you'll be all logging in at yourdomain.kanabntool.com
- the login and password will be different for each individual user.
If you do not remember your domain name in Kanban Tool, please check your email. When registering we have sent you an email titled: "Welcome to Kanban Tool
" or you might have been invited to join Kanban Tool by an account owner.
If you do not remember your password, please use the password reset link “I forgot my username or password
”, available at the bottom of the login page.
The password reset link will be sent to you via email. If you haven't received the email, please check the Spam folder. If you encounter any further problems, please contact us
If you have access to the account owner's email, please reset his/her password to Kanban Tool.
To do it, please go to https://youraccount.kanbantool.com and click "I forgot my username and password" and then enter his/her email address. A link to reset the password will be sent to his/her email.
After logging in to Kanban Tool you will be able to grant yourself access as an Account Owner.
To do that, after logging in as an Account Owner, please go to the "People" tab and click "edit" next to your name. Then, please check the "Project manager", "Account administrator" and "Account owner" options.
The Work Summary
emails let users know how much work they did during a day, giving a list of all tasks that were being edited or created by them in all boards.
It also provides information on what the other team members were up to - that goes for only those team members, that you have a shared board with.
The time of the email arrival can be set in My Profile - Edit my details
, under "Send me daily work summary at:
These emails can also be disabled completely
at the same setting window - just set the value to "-never-
(it's the first option at the top).
To access the "My profile
" section, please go to the Dashboard
view, and under your name in the top right corner you can enter My Profile.
Mass user Work Summary email preference management
It is also possible for an Account Admin to edit other users' Work Summary email preference.
Just go to the People
tab and hit the edit
button for a specific team member. In the options available, you'll find a "Send daily work summary at:
The team member can still change this for themselves in their Profile settings - the last change made will be kept as active.
This is a great way of managing information flow for your team when setting up a new project, while stil leaving individual employees a choice in their email updates.
The boards in Kanban Tool can be shared and accessed by people in different capacity.
The fact, that you've shared a board with someone does not mean that they will now have access to all of the boards and data within the account.
Please note, that you can share just some of the boards with a specific user - so that you're able to keep some boards private or for other team members.
Each board is shared individually - via the "share" button
You can also share boards in a limited way with other users, i.e. by giving them a read-only access
or a custom access
- for instance: can create cards, but cannot delete any.
You may also wish to have some users that will be able to access everything on the account or at least create and manage own boards.
This is when you may benefit from the User Privileges
, that can be assigned in the People section:
- top left tab: People - "edit"
to the right of a user's name.
You can choose from among 3
- - Project Manager
Project managers can create new boards, share them and invite others to join their boards.
They can only manage the boards they have created and cannot see or access other boards unless they have been shared with them.
They can invite new users, but cannot access the 'People' tab to modify their details.
- - Account Administrator
Administrators can create, access and manage all of the dashboard items within an account.
They cannot access the Account Administration tab.
- - Account Owner
Account Owners can do everything with and within an account.
This includes viewing billing details, invoice history and terminating the account.
Please use this privilege with caution: an Account Owner will be able to suspend the account and change anyone's password!
You are welcome to share your boards in a limited capacity with some or all other users of your account. Access rights can be set for each board separately, leaving you vast flexibility in data sharing options.
To give someone a "read-only
" access to your board, please use the "share
" option for a specific board and choose "read-only" for the person or people, whose access you wish to limit.
You can also pick specific access settings for your colleagues from among the available "custom
" access rights - for instance, allowing your account users to edit cards, but not create new ones nor delete any of the existing tasks.
By default, Project Managers only have access to the boards that were shared with them, and to those that they've created themselves.
A good way of allowing a Project Manager to edit a company board, that was not created by themselves, is to make them a Board Owner
. This will enable them to go to the board's Settings
tab, without you having to change their privileges to Admin's.
The Board Owner right can be assigned from a board's share
Correspondingly, the same can be done for an entire folder
If you tend to create a folder for each project or area of work and this area has a dedicated Project Manager, it is recommended, that this person is made an owner of this folder. This allows them to edit the boards that were placed within it without having to become Account Admins.
Note, that just sharing a folder with a project manager will only allow them to view and work on boards already present in this folder and to create own ones. They will not be able to edit these boards settings, until they are made this folder's owner