Kanboard Unable to Upload Files

A step-by-pace guide on how to open up, manage or shut your Kanban Tool account. Signing up to the service and setting upwards users. Acquire the divergence betwixt the business relationship owner, administrator and who can do what with the account.

How to go started with Kanban Tool?

There are 3 like shooting fish in a barrel means to start using Kanban Tool and empower your productivity:

• Sign upwardly and create your beginning Kanban board.
• View the express board tutorial, available in the Tools menu, in the top-right corner to a higher place your Kanban board.
• Read articles and other resources on the Kanban method in Kanban Library to get the virtually out of both Kanban Tool and of the Kanban method.

How do I set upwardly a new user?

A share link is bachelor on the Dashboard - adjacent to each board and folder, but for quicker access, it is too listed on each board, next to Tools and Settings, in the top-right corner.

The share option is only visible to business relationship owners, admins and projection managers. To add together a new person to your business relationship:

• Click share to access the item'southward access settings.
• Then click on Add new person, and fill the form.
• Choose full access to allow the invited person to create, modify, motion and delete tasks. After that, this user volition accept access to this board or folder only.
  To give this team member access to more than boards, share them, in the same style.

You can too add users through the People tab, just click Add new person, then make full in the grade

If you want for the new user to automatically go access to a specific set of boards, add them to a user grouping - from the "groups" setting.

To allow a user to view all boards and folders, give them an account administrator privilege.

Y'all can also import team member details with a .csv file

If you take a .csv file with people y'all would like to add to the account, y'all tin import their details at once.

If you practice not encounter the share option, information technology can mean ane of 2 things:

• you are non the owner/admin of the account,
  in which instance please contact an admin and then that they either invite new team members on your behalf, or increase your access rights

• you are in a binder view, and not in the dashboard,
  in which case, exit the folder - become back to the dashboard (your-account.kanbantool.com/) and share the entire folder with someone.
  Once boards are placed in a folder, they lose their individual sharing options, which are transferred up to the entire folder of boards.

How to sign in to Kanban Tool?

Kanban Tool creates accounts for each team (or a solo user), that tin can be accessed directly nether a custom website address. Each account gets an individual subdomain, e.chiliad. mycompany.kanbantool.com. So, rather than logging in at our homepage, users log in at their own subdomain address.

To create a new account, delight click here.

To log in to your account, enter your domain proper noun in the browser's accost bar - mycompany.kanbantool.com - and enter your unique username and countersign. If at that place are more users on your account, although you'll be all logging in at the same mycompany.kanbantool.com, the login, and password will be unlike for each team member.

If you don't remember your domain proper name in Kanban Tool, please check your electronic mail or browser history. When registering we take sent you an email titled: Welcome to Kanban Tool, or you might accept been invited to bring together Kanban Tool by an business relationship possessor - either way attempt to detect the kickoff email you lot got from Kanban Tool.

If you can't retrieve your password, employ the password reset link I forgot my username or countersign, bachelor on your login page. A countersign reset link will be sent to your email. If you oasis't received the email, check the Spam folder. If you encounter any further problems, please contact united states of america.

How can I delete my account in Kanban Tool and all related information?

Just practise this if you are 100% certain that you want to delete your account and all your data.
Go to Business relationship administration - Account details and use the "Delight cancel my account" link.
Yous demand to have an account owner privilege, to cancel the account.

Nosotros would capeesh it if you could send united states a few words on why you want to cancel your account. That's valuable information for us, we are working hard to provide the best Kanban software in the market place.

Rather than canceling your business relationship, you may consider switching to the Free plan. It is limited to ii boards & 2 users, with no file attachments. Suspend any excess users and delete additional boards earlier downgrading at Account Administration - Programme & Billing details.

If you had an active payments subscription for the account, either of the to a higher place methods volition upshot in its cancelation.

Can I share or move boards between accounts?

Unfortunately, you cannot copy, move, or share boards betwixt accounts.
The accounts (domains, as in your-account.kanbantool.com) are isolated from each other in our system architecture. Boards and users are quite securely interconnected with individual domains.
For that reason, Kanban Tool does not support whatsoever lath interaction between accounts.

Therefore, nosotros highly encourage that teams test and use the service from a shared account - in that location are no limits to how many users tin access 1 account at the same time.
As well, cheers to the user privilege settings (account owner, account administrator, project manager), dissimilar users can have access to completely different sets of boards within i account, so there is no need to worry that all data will be accessed by an entire grouping of people.

Previous account owner quit. How to become an account owner?

If you take access to the account owner's email, please reset his/her password to Kanban Tool.
To do it, please get to https://youraccount.kanbantool.com and click I forgot my username or password then enter the possessor'south e-mail address. A link to reset the countersign volition be sent to his/her e-mail.

Afterwards logging in to Kanban Tool you will be able to grant yourself access every bit an account owner.
Practise this from the People tab - click edit next to your name. Then, simply check all access levels: Project managing director, account administrator, and account owner.

Can I evaluate Kanban Tool for free at a full-featured level (I demand attachments)?

Of course, you lot tin can test the paid plans. Simply sign up for a free trial on the Team or Enterprise plan here, or change your current trial plan.

To change plans, get to the Dashboard and cull Business relationship administration, so Plan and billing details.

How to disable the daily Piece of work Summary email?

The Piece of work Summary emails let users know how much work they did during a twenty-four hour period, offering a list of all tasks that were existence edited or created by them on all boards.
It also provides information on what other team members were up to - that goes for only those team members, that you have a shared lath with.

The time of the email's inflow can be set in My Contour - Edit my details, nether Send me daily work summary at.
To disable these emails, just cull never in the Send me daily work summary at option.
You may also apply the Unsubscribe link below one of these emails to stop receiving them altogether.

Mass user Work Summary electronic mail preference management

It is as well possible for an Account Admin to edit other users' Work Summary e-mail preferences. Just go to the People tab and striking the edit push button for a specific team fellow member. In the options available, you'll find a Send daily work summary at: option.

The team member tin withal alter this for themselves in their Profile settings - the concluding change made will be kept as active. This is a keen way of managing information flow for your squad when setting up a new project, while still leaving individual employees a choice in their email updates.

What user privileges are available in Kanban Tool?

The boards in Kanban Tool can exist shared and accessed past people in various chapters and the fact, that y'all've shared i board with someone does not hateful that they volition at present have access to all of the boards and data within the business relationship.

So, you lot can share but some of the boards with a specific user - and keep some boards individual, or reserved for other team members.
Each board is shared individually - via the share link.
You can too share boards in a express way with other users, i.e. by giving them a read-but access or a custom access - for case: letting them create cards, simply not delete any.

You may also wish to have some users that will exist able to admission everything on the account or at least create boards for themselves.
This is when you may benefit from special user privileges, that can be assigned in the People section:
Dashboard - top left tab: People - edit to the right of a user's name.

You can cull from amid 3 privilege levels:

• Project Manager
  Project managers tin can create new boards, share them, and invite others to join their boards.
  They tin can only manage the boards they take created and cannot see or admission other boards unless they take been shared with them.
  They tin can invite new users, but cannot admission the People tab to modify their details.

• Account Administrator
  Administrators can create, access, and manage all of the dashboard items within an account.
  They cannot access the Business relationship Administration tab.

• Account Owner
  Account owners can do everything with and inside an business relationship.
  This includes viewing billing details, invoice history, and terminating the account.
  Please employ this privilege with caution: an business relationship owner will be able to suspend the account and alter anyone'due south password!
  Note, that to continue some boards private from whatever other team members, y'all'd need to be the account's sole owner.

How to give someone read-only access rights to my boards?

You're welcome to share your boards in a limited capacity with some or all users of your account. Access rights can exist fix for each board separately, leaving you lot broad flexibility in information sharing options.

To give someone a read-only access to your lath, please utilise the share selection of a specific lath, and cull read-only for the person, people, or a defined user group, whose admission you lot wish to limit.

Y'all can also selection specific access settings for your colleagues from among the available custom access rights - for case, allowing your account users to edit cards, but not create new ones nor delete any of the existing tasks.

Board owner & folder owner: Increasing a user'southward editing rights

By default, regular users (defective any special privileges) and projection managers only take access to the boards that were shared with them, or to those that they've created themselves.

A practiced way of allowing these users to edit a board, that was non created by themselves, is to make them a board possessor. This volition enable them to edit to the board'due south settings, without you having to give them admin privileges.

The board owner admission right can be assigned from a board'due south share selection.

Correspondingly, the same tin exist done for an entire binder of boards.
If yous tend to create a folder for each project or area of work and this area has a dedicated user, information technology is recommended, that this person is made an owner of this folder.
This allows them to edit the boards that were placed within it without having to get higher admission privileges.

Note, that just sharing a folder with a project manager volition just allow them to view and work on boards already present in this folder and to create their own boards. They volition non be able to edit these board settings until they are made an owner of that folder.

How to change the language?

Your account interface language can be changed in either of these ii places:

• From your personal login screen at your-account-name.kanbantool.com/login - note the land flag icon at the meridian right side of the login window - it'south editable, just click the flag representing your preferred linguistic communication.

• From My Profile, available under your name displayed in the top right corner of the dashboard.
  Become to Edit my details and choose the preferred language.

Kanban Tool currently supports English, Spanish, Portuguese, German, Italian, French, Polish, Czech, and Russian interface.

How to gear up upwardly two-factor authentication?

Two-factor authentication adds an extra layer of security to your Kanban Tool user authentication process, by request you not only for your password when logging in but also for a surreptitious time-express verification code. You will need to read this lawmaking from a defended mobile awarding on your phone and type information technology on your login screen every fourth dimension that you log in.

The application that you demand to install for this is Google Authenticator (Android, iOS), Microsoft Authenticator (Android, iOS) or any other uniform 2FA application.

The 2-gene authentication characteristic is available to each user of your account individually - every user needs to set it upwardly for themselves.

To enable 2FA for your user account, delight go to My Profile, available under your proper name displayed in the tiptop right corner of the dashboard view, Two-factor hallmark and click Ready upwards two-factor authentication.

You will exist asked to confirm this activity with your countersign:

Once done, you lot volition keep to the 2-gene authentication setup folio.

It'south very important, that you write downward the secret recovery code somewhere safe.
Please annotation it someplace, to which yous volition nevertheless take admission, in the event that yous cannot log in to Kanban Tool. A password manager app is probably the best identify for it.
This code will conciliate your 2-factor authentication in an event when y'all can no longer confirm your identity with a code from the Authenticator app - for example, considering you've lost your telephone or had information technology reset to factory defaults.

Once that'south taken care of, proceed to scan your QR lawmaking. This ties the application on your phone to your Kanban Tool user business relationship.
The app will now be generating time-based half dozen-digit codes, changing every 30 seconds. Enter the verification code that is being displayed by the app and proceed.

Two-gene authentication is now enabled for your user business relationship.
Whenever you try to log in to Kanban Tool, either via the web service or our mobile awarding, you will be asked to give both a password and an authentication code, making it very difficult for anyone to successfully impersonate you.

Should you lot want to disable 2FA for your business relationship, become to My Profile - Ii-gene authentication, and click the ruby-red Disable 2-factor authentication button.

How to recover an business relationship locked downwardly with 2FA?

If you take enabled 2-gene authentication for your account, just can no longer access your potency codes, please apply the recovery code. It will disable the two-gene authentication on your account and allow y'all to log in.

If you lot have lost the recovery lawmaking, please contact your account owner. Account owners tin disable two-cistron authentication for other users from the People page.

If you are the only account possessor and have been locked out, please contact the states on support@kanbantool.com. We will apply the following procedure to verify the ownership of your account and disable the 2-factor authentication for you:

The diagram in a higher place is only an overview of how the recovery procedure works - we may modify it from fourth dimension to time without prior find.

Can I upload my company logo to the account?

Yeah, provided, that you are an account possessor, you lot are welcome to do then, thereby making a visual connection between your workflow and your company branding.

Y'all can add a logo epitome from Business relationship Administration - Account Settings. Your logo will be shown on your account login page, and the dashboard.

User groups: Easier access management

When someone is tagged as a member of a grouping, they volition automatically gain admission to all boards, which were shared with that group. This simplifies both sharing new boards with people and adding new users to the business relationship.
Simply specify which grouping or groups someone belongs to, and they will see those group'south boards automatically.

To create a user group, go to the People tab, and click to "edit" a user.
Add a new group name under "groups" and salve changes.

All groups that were created in this style get available to pick in any user's group drop-down carte. So, you only need to blazon a group proper name when y'all're creating it - existing groups can exist picked from the list.

When you then go to share a lath or folder with people, you'll have the pick to share it with a whole group in one get. Sharing options for a group remain the same, as for individuals: you are however in control over if a group gets full, read-only or custom access to a board or binder.
If a person is in a group, that you've shared a lath with, you no longer take to cheque their name for private access. Of course, other private users can withal be given admission permissions to a board shared with a grouping.

Please note, that access rights that were given to someone through groups sum up, and that individual user rights will e'er override those gained through beingness function of a group.

Example: You tin be in groups A and B, and for "group A" to take rights to only create tasks on a specific board, and for "group B" to have rights to only delete tasks on that board. So, by summing these up, on a board shared with groups A and B, y'all volition be able to both create and delete tasks.
Even so, if an admin edits your access rights for this specific board, and gives you total access - you will be able to perform all possible board deportment.
And too, when your group rights requite you full admission to a board, it is still possible for an admin to limit your privileges on board, past editing your individual rights.

An added feature of sharing boards with user groups is being able to make comments with a notification sent to all members of the group - this action is much easier than having to mark each private separately for this notification.

Please note, user groups are merely available to the Enterprise plan subscribers. You can manage your service plan in Account Administration - Plan & Billing details.

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Source: https://kanbantool.com/support/account-management

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