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Edit User Settings
Edit User Settings

Learn how to edit user information as an Administrator and what information the Administrator edits versus the user.

J
Written by Jocelyn Gombos
Updated over 4 months ago

TABLE OF CONTENTS

I. Edit Other Admins, Members, & Observers

II. Edit Settings for Own Account

II. Information Editable by Admins Only

IV. Information Editable by Users Only

V. Information Editable by Administrators & Users

I. Edit Other Admins, Members, & Observers

Only organization admins can edit the settings of people other than themselves. Settings of Guests cannot be edited

To edit a Boardable member, observer, or administrator

  1. Click People from the main menu panel

  2. From Grid view, click Edit icon next to the desired user's name

    1. Edit Profile page opens

    2. From List view:

      1. Click the desired user's name; user's People page opens

      2. Click Edit

        • Edit Profile page opens

  3. Click the tabs at the top and left of this page to edit information

  4. When finished editing, click Save

II. Edit Settings for Own Account

To edit the settings of the account in use:

  1. Click the grey silhouette or profile picture at the top right side of the screen

    1. Options drop down

  2. Click User Settings

    1. Edit Profile page opens

  3. Click the tabs at the top and left of this page to edit information

  4. When finished editing, click Save

III. Information Editable by Admins Only

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. Profile

    1. Custom data collection questions which are not set as Visible to member

      1. To learn more about this, please see Related Articles

  2. Shared info

    1. Board Term from and to

  3. Account Role

    1. Users do not see this tab

  4. Groups

    1. Users do not see this tab

IV. Information Editable by Users Only

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.

These options include the following (listed by tab):

  1. Shared Info

    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. Zoom Integration

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

IV. Information Editable by Administrators & Users

Note: Email addresses editable by the administrator (contact and notification addresses) cannot be used for login, or to receive meeting invitations.

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 info

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

      1. Contact email address

      2. Contact Phone Number

      3. Twitter Profile URL

      4. Facebook Profile URL

      5. Linkedin Profile URL

  4. Shared info

    1. Administrators and users can both see and update the following information in this tab:

      1. Custom field

      2. Pronouns

      3. Board role

      4. Board term

      5. Job title

      6. Company

      7. About

  5. Settings

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

      1. Timezone

      2. Language

      3. Notification Frequency

      4. Email addresses for additional notifications

      5. Meeting reminders

  6. Private info

    1. Users can only see and edit their own Private info tab

    2. Administrators can see and update their own Private info tab and the Private info tab of other users

    3. This includes the following information:

      1. Address

      2. Phone number

      3. Birthday

  7. DEI Information

    1. Users can only update their own DEI information

    2. Administrators can update their own DEI information, and that of other users

    3. This includes the following information:

      1. Race

      2. Gender

      3. Education

      4. Age

      5. Date of birth

  8. Custom Data Collection

    1. Custom data collection questions which are set as Visible to member

      1. To learn more about this, please see Related Articles

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