Managing People
Adding a person to an organization:
- 1.Log in as an admin user for the organization.
- 2.Click the
+
button in the bottom right of the application, and select+ Person
- 3.Fill out the person’s information
- 4.Click
Save
to create the person. - 5.Once you are ready to give the new person access to your BoardSpot, navigate to the
People
page, and clickSend invite
next to the persons name.
Updating a person in an organization.
- 1.Log in as an admin user for the organization.
- 2.Navigate to the people page and click
Edit
next to the person, or click on their profile photo throughout BoardSpot, and click theEdit
button bellow their profile photo. - 3.Update the person as needed.
- 4.Click
Save
to complete the update.
Deleting a person from an organization will remove the person’s ability to log into your BoardSpot.
- 1.Log in as an admin user for the organization.
- 2.Navigate to the people page and click
Edit
next to the person, or click on their profile photo throughout BoardSpot, and click theEdit
button bellow their profile photo. - 3.Click the
Archive Person
button at the bottom of the page. - 4.Click
Ok
in the prompt to archive the user.
Last modified 4yr ago