Managing People

Creating/Adding a Person

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 click Send invite next to the persons name.

Updating a Person

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 the Edit button bellow their profile photo.

  3. Update the person as needed.

  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. 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 the Edit 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.