Kendis - How to Manage, Users, Groups, Permissions and Workspaces
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In this presentation, you will learn how to add, remove and edit users. How to create users in bulk using the CSV option. Relationships between users, groups, workspaces and roles. How to control access and permissions for your boards at Kendis
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Kendis - How to Manage, Users, Groups, Permissions and Workspaces
- 2. Kendis What we will cover? 2 • Super Admin Rights • Users • Roles • Groups • Workspaces • Relationship between Users, Groups and Workspaces
- 3. Kendis Super Admin Rights 3 • To add users, groups, roles and workspaces, you must have “Super Admin” rights • Steps to grant “Super Admin” rights • Note: Only existing Super Admins can perform this action • Go to Settings area on the left navigation bar • Click on the “Users” and select the Edit operation • Now click on the checkbox “Super Admin” • Make sure to press Save • After granting rights, please suggest user to • Logout and login again • Now user should see “Settings icon” for the administration
- 5. Kendis How to Add Users? 5 • There are 3 options to add new user to Kendis. • Invite User • Simplest option, simply type the email of the user and invite will be sent to the user • Upon clicking of the link, new user can set their personal details including password • Add User • Import Users from JIRA CSV • Make sure to press Save • After granting rights, please suggest user to • Logout and login again • Now user should see “Settings icon” for the administration
- 6. Kendis 1. Invite User 6 • Type the email of the user and press the “Invite” button • User will receive email invite and able to set • First and Last Name • Password • Important • After the user has accepted the invite, the user will be visible in the “Users” list • By default, user will not have access to any of the workspaces. • Grant user access rights • Add user to the appropriate group or to the workspace. • Ensure that group you selected for the user is assigned to some workspace, as only then user will be able to view the boards
- 7. Kendis 2. Add User 7 • Type the email of the user and press the “Invite” button • User will receive email invite and able to set • First and Last Name • Password • Important • After the user has accepted the invite, the user will be visible in the “Users” list • By default, user will not have access to any of the workspaces. • Grant user access rights • Add user to the appropriate group or to the workspace. • Ensure that group you selected for the user is assigned to some workspace, as only then user will be able to view the boards
- 8. Kendis 3. Import JIRA Users with CSV 8 • Go to Users section at JIRA administration and export the users • Go to Kendis Administration area and select “Import JIRA Users with CSV” option under the “Users” section • Select the exported CSV file • Map the CSV fields like Name and Email. • Click on the “Import” and users will be created into Kendis • You can go to individual user and edit details like assign the groups or reset the password.
- 10. Kendis What is a Group? 10 • Group is a standard way to manage the users and their roles. • It provides an easier way to manage assignments of users to different workspaces • By default groups are “Local Kendis” groups. • In case you are using “Enterprise Pro” package and have integrated “Active Directory” then you have ability to use your LDAP groups at Kendis.
- 11. Kendis Create Group 11 • To manage groups go to Administration section by clicking on the settings icon • You must have “Super Admin” rights to manage groups. • To create a group, click on the Groups section and click on “Add Group” • Type the name of the group • Select users from the list on the right hand side. You can also edit the group later and add/remove users. • Click on the Save and group will be created • To edit the group, click on the edit option under menu bar
- 13. Kendis What is a Workspace? 13 • Workspace is an area at Kendis, under which you create the boards. • Users and groups are assigned to the workspace, thus access rights are managed at workspace level. • It’s not possible to restrict the access to individual board at Kendis. To achieve this, you should have a separate workspace, assign the relevant users to the workspace and then create board under it. • You can create workspaces for different purposes • Have multiple agile release trains under a single workspace or create workspace for each individual agile release trains • Have workspaces to manage solution and program levels.
- 14. Kendis Create and Edit Workspaces 14 • Go to Administration section by clicking on the settings icon • To create a workspace, click on the Workspace section and click on “Add Workspace” • Type the name of the workspace • Select users from the list on the right hand side. You can also edit it later and add/remove users. • Click on the Save and workspace will be created • To edit the workspace, click on the edit option under menu bar
- 15. Kendis Roles 15
- 16. Kendis What is a Role? 16 • Role is an object at Kendis that defines the permissions set • It offers an easier management to define the permissions and then assign those to groups and workspaces • Role can have no permissions or full control, e.g., if you want to create role with read-only options then uncheck all the permissions.
- 17. Kendis Create and Edit Roles 17 • Go to Administration section by clicking on the settings icon • To create a new role, click on the Roles section and click on “Add Role” • Type the name of the roles • Select the permissions you want to grant to this role • If you uncheck all the options, it will mean the “Read-only” role. • Click on the Save and role will be created • To edit the role, click on the edit option under menu bar
- 18. Kendis Users, Groups and Workspaces Relationships 18
- 19. Kendis Users Relationships 19 Workspace Groups • User can belong to more than one groups • User can belong to more than one workspaces • User can have multiple roles in the workspace • Role with the highest rights will always apply (e.g., if user has admin and read-only both roles, then admin will apply) • When adding user or group to the workspace the role must be selected • This is to define what actions the user or group (of users) will be able to perform • No way to restrict access to the individual board • Once user has access to the workspace, the user can access all the boards under that workspace Boards Roles
- 20. Kendis Thank You 20 For more info contact us at team@kendis.io www.kendis.io