TABLE OF CONTENTS

I. Edit Boardable User

II. Information Only Administrator Can Edit

III. Information Only User Can Edit

IV. Information Administrator OR User Can Edit


Note: Organization Admin is a user with the Account Role of Administrator. Administrator and Organization Admin can be used interchangeably. This document will refer to the Organization Admin as simply Administrator.


I. Edit Boardable User

Only Administrators can update any Boardable user.

To edit a user:

  1. Click People from the main menu panel

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

  3. Click each tab on the left to edit information

  4. When finished editing within each tab, click Save

II. Information Only Administrator Can Edit

Administrators can update any Boardable user; Members and Observers can only update their own profile. Within the user's profile settings, there is certain information that only an Administrator can edit about a user within Boardable. This information includes the following:

  1. About

    1. Board Term from and to

  2. Account Role

    1. Users do not see this tab

  3. Groups

    1. Users do not see this tab

III. Information Only User Can Edit

Members and Observers can only update their own profile. Within the user's profile setting, there is certain information that only a user can edit about themselves. These are profile options that the Administrator cannot update for the user. In order to update these, the user must access their profile settings in one of two ways:

  1. Click their name in the profile panel at the top of the Boardable app

    1. Click My Profile from the drop-down

  2. Click People from the main menu panel

    1. Click on their own name in the People directory

    2. Click Edit on their profile page

For additional information, please refer to Related Articles.

The information that only a user can edit about themselves (Administrators do not have access) includes the following (listed by tab):

  1. About Me

    1. First Name and Last Name

      1. Once the user has logged in to their account, the Administrator no longer has access to update this information

  2. Login and Password

    1. Once the user has logged in to their account, the Administrator no longer has access to update this information. The Administrator is only able to assign the login email address when creating the user. Administrators do not see this tab when editing a user (other than themselves).

  3. Calendar Integration

    1. Administrators do not see this tab when editing a user (other than themselves)

  4. Language

    1. Administrators do not see this tab when editing a user (other than themselves)

  5. Two Factor Authentication

    1. Administrators do not see this tab when editing a user (other than themselves)

  6. Zoom Integration

    1. Administrators do not see this tab when editing a user (other than themselves)

IV. Information Administrator OR User Can Edit

There is also a fair amount of information in the user's profile that both the Administrator and the user themselves can update. This information includes the following (listed by tab):

  1. About / About Me

    1. Board Role

    2. Job Title

    3. Company

    4. About (description)

  2. Profile Image

    1. Administrators and users can see and update the same image in this tab

  3. Contact and Social

    1. Administrators and users can see and update the same information in this tab

  4. Personal Info

    1. Administrators and users can see and update the same information in this tab

  5. Notifications

    1. Administrators and users can see and update the same information in this tab

  6. Timezone

    1. Administrators and users can see and update the same information in this tab


Related Articles

  • Account Roles and Permissions: learn about the different types of account roles and the associated permissions within Boardable

  • My Profile Settings: learn how to change "about" info, profile image, contact info, login info, calendar integration, notifications, timezone, and more

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