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Connect an AI assistant

Your AI assistant can read this documentation directly, so it answers from the current content instead of guessing. Add one of the servers below to your client — they use the Model Context Protocol (MCP). Each one covers a different body of content, so add the one you need.

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Roles

Board Manager roles are collections of rights that provide access to different features and functionality within Board Manager. System roles are provided with preset rights that are required for users to perform common job roles. User created roles can also be added.

Before you begin

System roles

System roles are provided when Board Manager is installed or updated. You can assign users to these roles, but the roles cannot be modified.

Board Manager roles

Role Description
Boards User Required for all users of Board Manager. All users assigned this role will see the Board Manager application in the Hornbill Menu and have access to create boards, view, move on, and add to boards.
Board BPM User Allows a user account to interact with the Boards Manager app via workflow automation (add, move, remove cards from boards automatically, etc). The user will not have access directly to boards with this role.
Board Super User Provides the user with access to all boards and the ability via the Share Boards options to change the owner of any board.
Autotask Designer Allows the user to create autotasks

Important

The Board BPM User role is required for any user, including Basic Users, that will interact with boards via workflow automation, even if they will not have direct access to boards. If a user does not have this role, they will not be able to interact with boards via workflow automation from any application, even if they have other Board Manager roles assigned.

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