Understanding the user management structure in Businessmap is essential for making the most of the software. In this article, we’ll explain the different levels of user permissions and provide practical examples of how they work.
User Management Basics
There are three main levels of user permissions in Businessmap:
1. Account-Level Permissions (Global Permissions)
These apply to Account Owners and Admins (users with admin privileges). The user who creates the account becomes an Account Owner by default and has complete access to all account settings (available in the Administration panel). They can assign other users as Account Owners or grant individual administrative permissions (admin privileges).
The admin privileges in Businessmap allow Account Owners to delegate specific account and user management permissions to selected users. By default, Account Owners hold all admin privileges.
These privileges include:
- Account Owner
- Create Workspaces
- Make Payments
- Manage Business Rules
- Manage Integrations
- Invite Users
- Enable/Disable Users
- Delete Users
- Manage Teams
- Manage User WIP Limits
- Manage Roles
- Manage Card Elements
- Manage Security Settings
- Manage Dashboards
- Manage Logged Time
- Manage Worklog Configurations
- Access Audit Logs
Learn more about Admin privileges here.
2. Board/Workspace-Level Permissions
These apply to Workspace Managers and board roles. Workspace Managers control the permissions for managing their designated boards and workspaces. When a user is added to a board, they are assigned a specific role, which determines what actions they can perform (e.g., create cards, view attachments, add comments, edit workflows, etc.).
For example, John may have a more restrictive role in Board A but a more permissive role in Board B, allowing for flexible control based on the needs of each board/workspace.
Learn more about Workspace Managers and user roles in Businessmap.
3. Additional Permissions for Managing Card Elements
3.1. Security and Card Controls
Account Owners and Admins with the “Manage Security Settings” privilege can configure account-wide settings related to security and card management. These settings fall into two categories:
- Security controls — Settings that enhance data protection and manage account access (e.g. enable/disable API access, public reports, Power BI queries, etc.).
- Card controls — Settings that define who can create, edit, and delete card elements across the account (e.g. blockers, stickers, milestones, etc.).
Learn more about the security and card controls in Businessmap.
3.2. Custom Field and Worklog Permissions
These permissions control access to Custom Field Categories and Worklog Categories, determining who can manage specific card elements within the system.
For example, you may allow all users to create and manage custom fields in the account, but restrict management access to certain sensitive custom fields. In this scenario, you would create a custom field category with these fields and assign specific users who are authorized to manage them. This ensures that only designated users can access or modify those particular fields.
Read more about custom field categories and worklog categories to learn how they work.
Practical Example
To clarify how these levels work, think of them as the hierarchy within an organization:
- At the top is the Account Owner—the equivalent of a CEO. The Account Owner has full access to all system settings and can grant administrative privileges to other users in the account.
- Next are the Admins, similar to C-level executives. Admins have higher-level access, but their responsibilities may vary. For example, the CFO might have the "Make Payments" privilege, while the CIO can have the "Manage Integrations" privilege.
- Department heads or team leaders act as Workspace Managers. They have full control over the workspaces they manage, including adding or removing users and assigning board roles.
- Finally, regular team members are assigned specific board roles, with predefined actions they can perform, such as creating cards or editing workflows within their designated boards.
Learn more about user management in Businessmap in our guides.