What is a User?
In KanbanBOX a User is an employee or a workstation with a specific role or function in the company. It’s recommended to create a single user for every employee or workstation that uses KanbanBOX because:
- Every employee has different tasks, role and responsibilities, which means in KanbanBOX different possible uses.
- KanbanBOX records every single action done and matches to the user, that is directly responsible.
- KanbanBOX interface is customizable based on needs, with regard on widgets in the home page, email notifications and table filters.
No limits in the number of users. Only Admin users can create, update or delete a KanbanBOX user.
The fields of the user master
Field | Description |
---|---|
Name | Name of the user, without spaces. KanbanBOX records every single change made and matches it to the user name, to guarantee the traceability of every single action. |
User email. A mandatory field that set email for user notification. Use a real email address if you want to receive notifications. | |
The email address is valid | |
User type | |
Role | |
Destination | |
Action | |
Filters | You can enter filters list and manage their visibility or modify existing filters for a new user. |
Actions | You can enter actions list and manage their visibility or modify existing actions for a new user. |
Password and confirm password | You must set a password for the new user. Once logged in, the new user should change it in user settings. |
Multi-factor Authentication | The Multi-factor Authentication (MFA) is a system to increase corporate security: nowadays it's one of the most effective mechanisms with which companies can protect their digital resources. The MFA protects access to data and to the application, while ensuring easy use for KanbanBOX users. In KanbanBOX, it works by requiring two following verification methods: |
API Key | External software can read and write information in KanbanBOX by logging into API with the API key, that identifies API with this user. |
Allowed status changes | Status changes available for the new user:
|
How to add new users
Procedure:
- Get in Masters >
Users >
Add new user;
- Fill in the required fields;
- To confirm, click
Save.
How to update a user
Procedure:
- Get in Masters >
Users >
Users list;
- In the Users management list, search or filter the user to update and click on
Edit user;
- After submitting your new data, confirm your changes clicking on
Save.
How to delete a user
Procedure:
- Get in
Masters >
Users >
Users list;
- In the Users management list, search or filter the user to delete and click on Delete user;
- To confirm, click on
Delete user.
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