TABLE OF CONTENTS
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:
There are two ways to add users (access the Invite to Boardable form):
Use the Profile Panel
Click + Add Users in the profile panel
Use the People directory
Click People in the main menu panel
Click + Add Users in the People Menu on the right
Fill out the Invite to Boardable form
Enter the user's email address (this is the email they will use for logging in to Boardable)
Determine the user's Account Role (please refer to Related Articles for additional information regarding roles)
Click the checkbox next to any group name, under Groups, the user should be a member of
The Send Invitations to new users? will pop-up
Click Send Later to enter additional profile information (such as first and last name) prior to sending the invitation
Change the Invitation Message as desired and click Send Invitation to send the email invitation immediately
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
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.
Click edit next to the user's name on the People directory
Or click on the user and then click Edit
The user's profile page will be displayed
By default, the About tab is selected
Click Name and Email
Enter First Name and Last Name in the boxes provided
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.
Click Send in the top menu across from the title People
It will note how many users have not been sent invitations
The Send Invitation window will pop-up
Update the message as desired
Verify that the correct user is noted under Invitations will be sent to
Add / Invite Multiple People to Boardable: learn how to add / invite multiple users to Boardable by just filling out the Invite to Boardable form once!
Overview of the People Directory: learn how to make the most of the people directory with search, different views, and understanding when users access Boardable
Account Roles and Permissions: learn about the different types of account roles and the associated permissions within Boardable
Edit Boardable Users: learn how to edit user information as an Administrator and what information the Administrator edits versus the user