SwiftKanban Knowledge Base

User Roles

In SwiftKanban, there are two types of roles for accessing features, these are:

Note that a user cannot be assigned multiple primary or board roles.

Following are the roles that you can assign to a user:

As an administrator, the user can access the ‘People’ menu to create users in the enterprise and change roles or other details of a user. Users can open all boards created in the application by users. Once a user opens the board, he/she can view and edit the board details. Users can invite a team member and delete a team member to set up a team. They can export and import cards from the List view. Users can create Board Templates and save existing Boards as templates.

As a manager of a board, users can perform managerial tasks such as inviting team members to a board and changing a team member’s role, maintaining backlog, adding/modifying/deleting cards, exporting and importing cards, adding and scheduling releases and sprints, and modify processes using the Board Editor.

A team member can work with cards on the Kanban Board such as add cards, pull, and move cards, block cards, change card type for cards, and so on. However, team members cannot delete cards or modify the process.

Users cannot work with cards on the Kanban Board such as add and move cards, block cards, archive, move cards to the backlog, add attachments, and To-Dos to the card. But users can view cards on the board, view relationships between cards, apply board filter, expand/collapse lanes and cards, view, add, and reply to comments, download attachments from the card, view activity log for the cards and the board, maximize the screen, and refresh the Board. They can export cards from the List view, but cannot import cards into SwiftKanban. Users with this role can also view the user list in the People menu.

Points to note when assigning a role to a team member on a board when inviting a user as a team member or changing the role of the team member:

Let us understand what individual roles can or cannot perform both at the Organization ( primary) and Board (secondary) level.

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