TABLE OF CONTENTS

I. Where to Go to Add Users

II. Add Multiple by Pasting Email Addresses

III. Add Multiple by Importing File

IV. Quick Edit for Name

V. Send Invitations


I. Where to Go to Add Users

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.

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

  3. Continue to:

    1. Add Multiple by Pasting Email Addresses

      OR

    2. Add Multiple by Importing File

II Add Multiple by Pasting Email Addresses

Adding multiple users at once can be a great time saver and get members on board even faster! This option allows pasting multiple email addresses into the Add Emails box on the Invite to Boardable form.

Pros and Cons to pasting email addresses:

Pros

Cons

Simple

Edit each individual to get first / last name entered

Quick

Best Practice: it would be a good idea to add the users in batches based on the Account Role assigned to them and groups they will be involved in (if immediately applicable) - filling out a separate Invite to Boardable form for each type of users.

To add multiple users using email addresses:

  1. Click + Add Users (from Profile Panel or the People directory)

  2. Fill out the Invite to Boardable form

    1. Enter multiple email addresses in the Add Emails box

      1. Manually type or copy and paste from Word, Excel, Pages, Sheets, Notes, etc.

      2. These can be separated by a comma, semicolon, space

      3. These can be copied from a list where each email address is on a separate line (best practice is no blank lines in-between)

      4. Ensure that each email address has a box around it before proceeding (as shown in the picture below)

        1. Note: if the last email address pasted doesn't have a small box around it, press the space bar a couple of times to activate)

      5. Ensure the email addresses are correct and continue - to remove an email address, click the small x next to the address

    2. Determine the Account Role for all users being added (please refer to Related Articles for additional information regarding roles)

      1. Note that all the emails pasted will need to be the same role, a separate invitation is needed for Administrators vs Members vs Observers

    3. Click the checkbox next to any group name, under Groups, that all users included should be a member of

      1. Note that all users included will be assigned to any group(s) selected

    4. Click Save

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

    1. Click Send Later to enter additional profile information for each person (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. Add first and last name to each individual's profile

    1. Go to Quick Edit for Name and follow the steps

III Add Multiple by Importing File

Adding multiple users at once can be a great time saver and get members on board even faster! This option uses a csv or Excel file to import users, which also means there is no need to rush and do a quick edit of the user's profile. Boardable even provides the file to use if desired!

Pros and Cons to pasting email addresses:

Pros

Cons

First / Last / Email all added in one shot!

Slight learning curve if not used to importing files (but worth it!)

Quick

Best Practice: it would be a good idea to add the users in batches based on the Account Role assigned to them and groups they will be involved in (if immediately applicable) - filling out a separate Invite to Boardable form for each type of users.

To add multiple users by importing a file:

  1. Click + Add Users (from Profile Panel or the People directory)

  2. Fill out the Invite to Boardable form except for specifying users

    1. Determine the Account Role for all users being added (please refer to Related Articles for additional information regarding roles)

      1. Note that all the emails pasted will need to be the same role, a separate invitation is needed for Administrators vs Members vs Observers

    2. Click the checkbox next to any group name, under Groups, that all users included should be a member of

      1. Note that all users included will be assigned to any group(s) selected

  3. Click Or import users from csv/excel file

  4. Additional information is displayed providing 2 options:

    1. Create a csv / Excel file with First, Last, and Email columns

      1. If doing this, keep in mind to add people in batches based on the Account Role (and group membership if applicable)

      2. Then skip to step 6

    2. Download template to use

  5. Hover over and click Click here to download template

    1. The file named user_upload_template will download to your computer

    2. Open the file using an application that supports csv (such as Excel or Numbers)

    3. Fill in the first name, last name, and email in the appropriate columns for all of the users to add in this batch

      1. Keep in mind that you want to add people in batches based on the Account Role (and group membership if applicable)

    4. Ensure file is saved as csv or xlsx giving it any name desired

  6. Click Choose File

    1. Navigate to the file in your system and confirm selection

  7. Double check that the appropriate options are selected for Account Role and Groups, then click Save

    1. If email address is missing or incorrect, the upload will not be successful and an informative message will appear (correct the file and retry)

    2. If the number of users being added exceeds the number of users available on the organization's plan, the upload will not be successful and a message will appear (pay for additional users or remove existing users that are no longer active to make room, then retry)

    3. A successful import will continue to the next page and include a list of email addresses added

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

    1. Click Send Invitation to send the email invitation immediately

      1. Update the Invitation Message as desired prior to sending

IV Quick Edit for Name

If multiple users were added by pasting email addresses, 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 Invitations

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(s) are noted under Invitations will be sent to

    3. Click Send


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