II. Add Multiple by Pasting Email Addresses

III. Add Multiple by Importing File

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 access this:

Using the Admin panel:
1. Click Add users in the main menu
Use the People directory
1. Click People in the main menu panel
2. Click + Add Users in the People Menu on the top right side of the page

Continue to:

Add Multiple by Pasting Email Addresses

Add Multiple by Importing File

II. Add Multiple by Pasting Email Addresses

Notes:

The first and last names of users added via email address can only be set one at a time
All users invited via email address default to the same account role

To add multiple users using email addresses:

Click + Add Users (from Admin Panel or the People directory)
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)
    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 Add users
The Send Invitations to new users? will pop-up
1. Click Send Invitation 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
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.

This can set only the following details:

First name
Last name
Email address
Account role
Group membership

The first three fields are imported from the Excel or CSV file. The latter two are set via the Boardable interface at the time of import.

Each user imported from a single file must have the same account role and group membership selections.

To set differing account roles or group membership options during a bulk user import, complete this import in batches, using different files for each desired variation in account role or group membership.

To set other details, such as user settings fields, please edit the users after importing them.

To add multiple users by importing a file:

Click + Add Users
Click Import Users from CSV/Excel File
1. Click here to download template option displays; use this to create a compatible CSV or Excel file if none exists
Click Choose File
1. Device’s file directory pops out
Select the desired CSV file
1. Make update user selection
  1. Fill checkbox next to If user already exists, update user to change the account role or group membership of any existing users included in the CSV / Excel file
    This selection cannot change an existing user’s display name
  2. Leave this checkbox empty to preserve existing users’ account roles and group memberships
Select desired account role
Select desired group memberships
Click Add Users
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.

Click People in the main menu panel
From Grid view, click Edit icon next to the desired user's name
1. From List view:
  1. Click the new user's name; user's People page opens
  2. Click Edit
Click Name & Email
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 Invitation Later was clicked after filling out the Invite to Boardable form.

Click People in the main menu panel
Click Send in the top menu across from the title People
1. It will note how many users have not been sent invitations
The Send Invitation window will pop-up
1. Update the message as desired
2. Verify that the correct user is noted under Invitations will be sent to
3. Click Send

Add / Invite Single User to Boardable: learn how to add new users to Boardable and send invitations
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

TABLE OF CONTENTS