BoardSpot
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BoardSpot
BoardSpot Introduction
Using BoardSpot
Getting Started
Logging In
People
Committees
Meetings
Documents
Administering BoardSpot
Managing People
Managing Committees
Managing Documents
Managing Meetings
Using the Text Editor
Managing Your Account
Controlling Access to Resources
The Dashboard
General Information
What's New?
Security
Supported Browsers & Devices
Unsupported Browsers & Devices
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Managing People
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Creating/Adding a Person

Adding a person to an organization:
  1. 1.
    Log in as an admin user for the organization.
  2. 2.
    Click the + button in the bottom right of the application, and select + Person
  3. 3.
    Fill out the person’s information
  4. 4.
    Click Save to create the person.
  5. 5.
    Once you are ready to give the new person access to your BoardSpot, navigate to the People page, and click Send invite next to the persons name.

Updating a Person

Updating a person in an organization.
  1. 1.
    Log in as an admin user for the organization.
  2. 2.
    Navigate to the people page and click Edit next to the person, or click on their profile photo throughout BoardSpot, and click the Edit button bellow their profile photo.
  3. 3.
    Update the person as needed.
  4. 4.
    Click Save to complete the update.

Deleting/Archiving a Person

Deleting a person from an organization will remove the person’s ability to log into your BoardSpot.
  1. 1.
    Log in as an admin user for the organization.
  2. 2.
    Navigate to the people page and click Edit next to the person, or click on their profile photo throughout BoardSpot, and click the Edit button bellow their profile photo.
  3. 3.
    Click the Archive Person button at the bottom of the page.
  4. 4.
    Click Ok in the prompt to archive the user.
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Managing Committees
Last modified 2yr ago
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Outline
Creating/Adding a Person
Updating a Person
Deleting/Archiving a Person