Roles and administration

Kibo separates two questions: what you can do on the organization and what you can do inside a project.

Organization roles

Who Can
Account owner Everything, everywhere, including every project. Only the owner can transfer ownership.
Admin (or a custom role) Whatever the role grants: managing members, the organization, billing, automated actions, the org chart.
Member Their own work; no organization management.

An admin does not see projects just because they are an admin: they enter a project only if they have a role on that project. Nobody can change their own role or act on someone with more powers than they have.

Roles are defined in Organization → People → Roles and assigned in Organization → People → Members.

Project roles

Role Can
Manager Everything on the project's work: decide approvals, share, manage the project's automated actions, publish automated procedures for members.
Editor View, create and edit work, comment.
Viewer View and read.
Assignee Whoever has a task assigned can update it and comment on it, even without any other role.

Project roles are given from the project's Members section.

The Organization area

The Organization area has few sections; each section is a row of tabs, and each tab is a form with a single Save.

What Where Who
Name, language, first day of the week, logo and color General → Details and logo whoever manages the organization
Working hours, holidays and closures General → Hours and holidays whoever manages the organization
Task statuses General → Task statuses whoever manages the organization
Transfer ownership, delete the organization General → Ownership the account owner
Members, invitations, seats, roles, suspensions, daily credit cap People → Members whoever manages members
Roles and powers People → Roles whoever manages members
Departments, heads, deputies People → Org chart whoever manages the org chart
Plan, seats, packs, invoices Plan → Plan and billing whoever manages billing
Storage used Plan → Storage whoever manages billing

Suspend instead of removing: suspension frees the seat and keeps the account, roles and work. Reactivating the person takes a seat again, with the same check as an invitation.

Statuses: every organization has its own board columns, each in a category (not started, in progress, completed, cancelled). System columns can only be reordered.

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