Adding a person to an organization:
Log in as an admin user for the organization.
Click the +
button in the bottom right of the application, and select + Person
Fill out the person’s information
Click Save
to create the person.
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 in an organization.
Log in as an admin user for the organization.
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.
Update the person as needed.
Click Save
to complete the update.
Deleting a person from an organization will remove the person’s ability to log into your BoardSpot.
Log in as an admin user for the organization.
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.
Click the Archive Person
button at the bottom of the page.
Click Ok
in the prompt to archive the user.