Managing account users and profile settings

Accessing the dashboard

Kanban Tool is all about project boards, with each board having its own unique settings page. However, account administrators control which boards are accessible to specific team members.

If you need to adjust your overall Kanban Tool account settings or access the complete list of users - the People page - you’ll need to step out of an individual board view and head over to the account dashboard.

Accessing the dashboard fom a board view

Dashboard contents

Here’s what you can expect to see in the dashboard, depending on your access level:

  • Account owner
    As an account owner, you get the full picture! You'll see:
    • All the boards
    • The People page, where you can view and manage all users
    • The Account administration page, where you can tweak account settings, manage subscriptions, or even cancel the account.
    • Dashboard contents for an account owner
  • Account admin
    • As an admin, you’ll also see all team boards and the People page.
    • You’ll have the ability to manage all users except the account owner(s).
    • Dashboard contents for an account admin
  • Project manager
    • If you’re a project manager, your dashboard displays the boards you’ve created and any boards shared with you.
    • Dashboard contents for a project manager
  • Team member
    • If you don’t have special permissions, your dashboard will simply show the boards others have shared with you.
    • Dashboard contents for a regular user

Accessing the People page

The People page, accessible directly from the dashboard, lets account owners and admins view, edit, suspend and recover users.

View the account user list under People

An individual user’s profile

Every user, regardless of their access level, has a My profile page. On it, they can update personal settings:

To access your profile, click your name in the top-right corner of the dashboard, and select My profile.

Accessing My profile