TABLE OF CONTENTS
I. What is the People Directory?
The People directory displays all members of an organization. It is accessible to all types of Account Roles with varying permissions:
Add or remove users in the People directory
Send Welcome Invitations and check the status of invitations
Edit user profile information; for more information, please refer to Related articles
View user's account roles, self-reported board roles, latest activity and invitation status
Export People Directory CSV file
Members and Observers permissions
View all users within the People directory - photo, contact information, groups involved in, etc.
Search for people
Edit their own profile only - same as choosing My Profile (please refer to Related Articles for more information)
To access the People directory:
The following information
II. View Options in People Directory
There are two view options in the People directory. The default view is based on the number of users in the organization:
Note: List view does not provide Copy invitation link, Edit user buttons, or Group membership information.
List view provides the following:
To navigate to list view, click List view at the top right side of the page:
Note: Grid view does not provide Account role
Grid view provides the following:
Copy invitation link button
Edit user button
Large photo icons
Contact email address and phone number, if set
Group membership information, listed beneath user names
To navigate to grid view, click Grid view at the top right side of the screen.
Use the search feature to find someone:
Click in the People search box
Type the person's name and press return / Enter on your keyboard
Note: this is available to Organization Admins (users with Account Role of Administrator) only.
The following sorting options are supported in list view:
To sort in list view, click the arrow next to the desired sorting value
The following sorting options are supported in grid view:
Last activity — oldest to newest
Last activity — newest to oldest
to sort in grid view:
Click the Sort field, which defaults to First name; menu containing other options drop down
Click desired sorting option from this menu
Note: this is viewed by Organization Admins only.
In the far right of the People list, Organization Admins can see the user's status. This displays the user's invitation status (not sent, delivered, pending) and the last date and time they were logged in to Boardable.
Invitation not sent: user was created, but Send Later was pressed when asked to notify
Click the Send button next to the invitations not yet sent at the top of the People page
Invitation delivered: invitation delivered to user's inbox
Invitation pending: invited user has not interacted with the invitation
Date instead of invitation status: when no invitation status is listed, and this field contains a date instead, the user has accepted their invitation and the date matches their most recent login
Troubleshooting: if a user's status stays at Invitation Pending for a long time, it may be that the email address is not correct or was not received properly. Take these steps to ensure the user is properly notified:
Double check that the email address is correct in Boardable
If it is not, click edit next to the user's name to update
After saving the update, put a check mark next to the person's name on the People directory and click Send Invitations from the right menu panel
Check with the user to ensure the email address is correct
If address is not correct, update as explained above
If address is correct, ask the user to check their spam / junk folder
Edit Users in Boardable: learn how to edit user information as an Administrator and what information the Administrator edits versus the user
User Settings: learn how to change "about" info, profile image, contact info, login info, calendar integration, notifications, timezone, and more
Roles in Boardable: learn about the different types of roles within Boardable and where to find additional information about their permissions
Account Roles and Permissions: learn about the different types of account roles and the associated permissions within Boardable