Users in Kanban Zone are invited as licensed members or free guests to specific boards within an organization. Let’s explore how each member of the organization can be granted certain permissions and assigned a role on each board.

Organization Owner

When you start a free trial in Kanban Zone, you are, by default, the organization owner. There can only be one organization owner per organization. The organization owner has all the permissions, which can’t be removed. The key for the organization owner is to delegate some or all of their permissions to other licensed members.

The permissions affect the entire organization (billing, security, etc.…) and are managed under the Organization Settings.

Board Roles

Once someone is a member of an organization, they can be invited to existing boards as one of these four roles: Administrator, Collaborator, Commenter, or Viewer.

Administrator

The board administrator is the only role to access the board designer and specific administrative options available under Board Settings, like integrations (API, Webhooks and Zapier), members, restrictions, and WIP Limits, as well as card options like aging, blocking, custom fields, and voting. This role can do everything on a board.

Collaborator

The board collaborator is ideal for anyone who needs to work on a board but does not worry about its administration. This role can access specific options under Board Settings related to cards, like creating cards by email, importing/exporting cards, managing card labels, templates with recurrence, and tokens.

Commenter

The board commenter can view boards, subscribe to cards, and communicate through comments on cards.

Viewer

The board viewer can only view cards.

Paid License vs. Free Guest

When purchasing a plan in Kanban Zone, each plan includes free guests who can only be assigned to the Commenter and Viewer roles, and paid licenses that can be assigned to any role; however, only the Collaborator or Administrator roles require a paid license.