TABLE OF CONTENTS

I. Add Single User to Boardable

II Quick Edit for Name

III. Send Invitation


I Add Single User to Boardable

Only Organization Admins can add or edit users in Boardable.

To invite people to join Boardable and include them as users in the organization's account, fill out the Invite to Boardable form.

To invite a single person to Boardable:

  1. There are two ways to add users (access the Invite to Boardable form):

    1. Use the Profile Panel

      1. Click + Add Users in the profile panel

    2. Use the People directory

      1. Click People in the main menu panel

      2. Click + Add Users in the People Menu on the right

  2. Fill out the Invite to Boardable form

    1. Enter the user's email address (this is the email they will use for logging in to Boardable)

    2. Determine the user's Account Role (please refer to Related Articles for additional information regarding roles)

    3. Click the checkbox next to any group name, under Groups, the user should be a member of

    4. Click Save

  3. The Send Invitations to new users? will pop-up

    1. Click Send Later to enter additional profile information (such as first and last name) prior to sending the invitation

      OR

    2. Change the Invitation Message as desired and click Send Invitation to send the email invitation immediately

    3. Important Note: once the user logs in for the first time, the user's name and email address can no longer be updated by an Organization Admin, only the user - if sending the invitation immediately, it would be a best practice to edit the user's profile information quickly

  4. Proceed to Quick Edit for Name

IV Quick Edit for Name

The profile will need to be edited to add the first and last name of the individual.

Note: once the user has logged in for the first time, the Organization Admin will no longer be able to update Name and Email.

  1. Click edit next to the user's name on the People directory

    1. Or click on the user and then click Edit

  2. The user's profile page will be displayed

    1. By default, the About tab is selected

    2. Click Name and Email

  3. Enter First Name and Last Name in the boxes provided

    1. Click Save

For details regarding editing additional information in the user's profile, please refer to Related Articles.

V Send Invitation

This section explains how to send invitations If the option to Send Later was clicked after filling out the Invite to Boardable form.

  1. Click Send in the top menu across from the title People

    1. It will note how many users have not been sent invitations

  2. The Send Invitation window will pop-up

    1. Update the message as desired

    2. Verify that the correct user is noted under Invitations will be sent to

    3. Click Send


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