TABLE OF CONTENTS
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:
Use the People directory
Continue to:
OR
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
Enter multiple email addresses in the Add Emails box
Manually type or copy and paste from Word, Excel, Pages, Sheets, Notes, etc.
These can be separated by a comma, semicolon, space
These can be copied from a list where each email address is on a separate line (best practice is no blank lines in-between)
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)
Ensure the email addresses are correct and continue - to remove an email address, click the small x next to the address
Determine the Account Role for all users being added (please refer to Related Articles for additional information regarding roles)
Note that all the emails pasted will need to be the same role, a separate invitation is needed for Administrators vs Members vs Observers
Click the checkbox next to any group name, under Groups, that all users included should be a member of
Note that all users included will be assigned to any group(s) selected
Click Add users
The Send Invitations to new users? will pop-up
Click Send Invitation Later to enter additional profile information for each person (such as first and last name) prior to sending the invitation
OR
Change the Invitation Message as desired and click Send Invitation to send the email invitation immediately
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
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:
Click + Add Users (from Profile Panel or the People directory)
Fill out the Invite to Boardable form except for specifying users
Determine the Account Role for all users being added (please refer to Related Articles for additional information regarding roles)
Note that all the emails pasted will need to be the same role, a separate invitation is needed for Administrators vs Members vs Observers
Click the checkbox next to any group name, under Groups, that all users included should be a member of
Note that all users included will be assigned to any group(s) selected
Click Or import users from csv/excel file
Additional information is displayed providing 2 options:
Create a csv / Excel file with First, Last, and Email columns
If doing this, keep in mind to add people in batches based on the Account Role (and group membership if applicable)
Then skip to step 6
Download template to use
Hover over and click Click here to download template
The file named user_upload_template will download to your computer
Open the file using an application that supports csv (such as Excel or Numbers)
Fill in the first name, last name, and email in the appropriate columns for all of the users to add in this batch
Keep in mind that you want to add people in batches based on the Account Role (and group membership if applicable)
Ensure file is saved as csv or xlsx giving it any name desired
Click Choose File
Double check that the appropriate options are selected for Account Role and Groups, then click Save
If email address is missing or incorrect, the upload will not be successful and an informative message will appear (correct the file and retry)
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)
A successful import will continue to the next page and include a list of email addresses added
The Send Invitations to new users? will pop-up
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
โClick Name & Email
Enter First Name and Last Name in the boxes provided
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
The Send Invitation window will pop-up
Related Articles
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