Assigning Users to Boards

Users can be assigned permissions to perform actions on a Board based on the Role that they are assigned for that Board.

The Board "Roles" View provides a listing of all of the organization's users and the Role that they are currently assigned to for that Board.

Users can be assigned the following roles:

• No Access - may not view or perform any operations associated with the Board.
• Reader - may view information the Board but not update or modify any of the information, and may not create, edit, or move cards. Readers are able to subscribe to Board or Lane events.
• User - may view the Board, create, edit, and move cards, but they may not perform management or administrative operations on the Board, such as changing the board layout or WIP limits.
• Manager - in addition to the rights of a board "User", managers may perform management operations such as changing the Board layout or WIP Limits.
• Administrator - have permissions to perform all activities associated to the Board. This includes Board configuration editing, user administration for the Board, as well as typical user activities.

Role/Permission Matrix

The following table outline the operations that each role can perform:

Note:

• The Organization Administrator automatically has permissions to perform any action on the Board except being assigned to a Card.

Specifying an Individual User's WIP Limit

Administrators may also set a user's Work In Process (WIP) limit from this screen.  If a user's WIP limit is set, they are only allowed to be assigned to the number of Cards specified by this limit at any one time. If someone tries to exceed this limit, they must provide a reason that they are overriding this limit. To assign the WIP limit for a user, enter a numeric value into the WIP column for that user. Specifying zero (the default) will set that user's limit to unlimited.

For more information on specifying an individual user’s WIP Limit, see ‘Setting Work-In-Process (WIP) Limits’