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Mobile — View & Edit User Settings
Mobile — View & Edit User Settings

Learn how to open user settings on the mobile app and make changes.

Phoenix Robertson avatar
Written by Phoenix Robertson
Updated over 6 months ago

TABLE OF CONTENTS

I. Introduction to Mobile User Settings

II. View Profile on Mobile App

IV. Edit Profile on Mobile App

I. Introduction to Mobile User Settings

The following information from user settings can be viewed and edited on the mobile app:

  • Profile picture

  • Shared info (visible to all admins, observers, and members)

    • First name

    • Last name

    • Pronouns

    • Board role

    • Board term

    • Job title

    • Company

    • About

  • Contact info (visible to all admins, observers, and members)

    • Contact email address

    • Contact phone number

    • Twitter profile URL

    • Facebook profile URL

    • LinkedIn profile URL

  • Location

    • Address

    • Address line 2

    • City

    • State / territory / province

    • Phone number

  • DEI

    • Race

    • Gender

    • Education

    • Age

    • Birthday

All other settings sections, including login and password and notification settings can only be viewed and edited on the web app or desktop app.

To learn more about each section of settings, please see Related Articles.

On the mobile app, the sections listed above are only visible for the viewer's own profile. Even admins need to use the web app or desktop app to view or edit the settings of any other user.

II. View Profile on Mobile App

To access the settings above on the mobile app:

  1. Open the Boardable app

  2. Tap More

  3. Tap User Settings

    1. The profile picture appears at the top of the screen

    2. Tap desired setting section to open and review its contents; to learn the contents of each setting section, please see Section I

      1. Options are:

        • Shared Info

        • Shared Info

        • Contact Info

        • Location

        • DEI

III. Edit Profile on Mobile App

Edit Profile Picture

  1. Open the Boardable app

  2. Tap More

  3. Tap User Settings

    1. The profile picture appears at the top of the screen

  4. Tap + at the bottom right side of the grey silhouette

    1. Device directory of photos opens

  5. Tap the desired photo

  6. Tap the green check mark at the bottom right side of the profile picture circle

    1. Selected photo is set as the profile picture

Edit Shared Info

Note: hyperlinks cannot be added to the About section using the mobile app. To add a hyperlink to this field, use the web app or desktop app.

  1. Open the Boardable app

  2. Tap More

  3. Tap User Settings

    1. User Settings menu opens

  4. Tap Shared Info

    1. Shared Info section of user settings opens

    2. To edit first name:

      • Tap text box labeled First Name

      • Add or delete desired text

      • Tap Save

        • Display name is updated

        • App redirects to user settings menu

    3. To edit last name:

      • Tap text box labeled Last Name

      • Add or delete desired text

      • Tap Save

        • Display name is updated

        • App redirects to user settings menu

      1. To edit pronouns:

        • Tap menu labeled Preferred Pronouns

          • Options drop down

          • Tap pronoun series to select, from: none, He/Him, She/Her, They/Them, and Other.

          • To select pronoun series not listed:

            • Tap Other

            • Tap textbox labeled Specify Gender

            • Type pronouns

        • Tap Save

          • Pronouns shown in platform are updated

          • App redirects to user settings menu

      2. To edit board role:

        • Tap text box labeled Board Role

          • Add or delete desired text

          • Tap Save

            • Board role displayed in platform is updated

            • App redirects to user settings menu

      3. To edit board term:

        • Tap date field labeled From

          • Date picker opens

        • Tap desired start date from date picker

        • Tap date field labeled To

          • Date picker opens

        • Tap desired end date from date picker

        • Tap Save

          • Board term displayed in platform is updated

          • App redirects to user settings menu

      4. To edit job title:

        • Tap text box labeled Job title

        • Add or delete desired text

        • Tap Save

          • Job title displayed in platform is updated

          • App redirects to user settings menu

      5. To edit company:

        • Tap text box labeled Job title

        • Add or delete desired text

        • Tap Save

          • Company displayed in platform is updated

          • App redirects to user settings menu

      6. To edit About text:

        • Tap text box labeled About

        • Add or delete desired text

          • The following formatting options are supported: Bold, Italics, Underline, Numbered list, Bulleted list

        • Tap Save

          • About text is updated

          • App redirects to user settings menu

Edit Contact Info

Note: the contact email address does not receive email notifications. Only the login address and secondary notification addresses can receive these. To update these addresses, use the web app or desktop app.

To edit contact info:

  1. Open the Boardable app

  2. Tap More

  3. Tap User Settings

    1. User Settings menu opens

  4. Tap Contact Info

    1. Contact info section of user settings opens

  5. To edit contact email address:

    1. Tap text box labeled Contact Email Address

    2. Add or delete desired text

    3. Tap Save

      1. Contact email address displayed to other users is updated

      2. App redirects to User Settings menu

  6. To edit contact phone number:

    1. Tap text box labeled Contact Phone Number

    2. Type desired phone number

    3. Tap Save

      1. Contact phone number displayed to other users is updated

      2. App redirects to User Settings menu

  7. To edit Twitter Profile URL:

    1. Tap text box labeled Twitter Profile URL

    2. Type or paste twitter/X profile URL

    3. Tap Save

      1. Twitter profile URL displayed to other users is updated

      2. App redirects to User Settings menu

  8. To edit Facebook profile URL:

    1. Tap text box labeled Facebook Profile URL

    2. Type or paste Facebook profile URL

    3. Tap Save

      1. Facebook profile URL displayed to other users is updated

      2. App redirects to User Settings menu

  9. To edit LinkedIn Profile URL:

    1. Tap text box labeled LinkedIn Profile URL

    2. Type or paste LinkedIn profile URL

    3. Tap Save

      1. LinkedIn profile URL displayed to other users is updated

      2. App redirects to User Settings menu

Edit Location

To edit location:

  1. Open the Boardable app

  2. Tap More

  3. Tap User Settings

    1. User Settings menu opens

  4. Tap Location

    1. Location section of user settings opens

  5. To edit address:

    1. Tap text box labeled Address

    2. Add or edit first line of address

    3. Tap text box labeled Address 2

    4. Type or edit second line of address

    5. Tap Save

      1. Address displayed to admins is updated

      2. App redirects to User Settings menu

  6. To edit city:

    1. Tap text box labeled City

    2. Type or edit city name

    3. Tap Save

      1. City displayed to admins is updated

      2. App redirects to User Settings menu

  7. To edit state, territory, or province:

    1. Tap text box labeled State/Territory/Province

    2. Add or edit state, territory, or province

    3. Tap Save

      1. State, territory, or province displayed to admins is updated

      2. App redirects to User Settings menu

  8. To edit postal code:

    1. Tap text box labeled Postal code

    2. Add or edit postal code

    3. Tap Save

      1. Postal code displayed to admins is updated

      2. App redirects to User Settings menu

  9. To edit phone number displayed to admins only:

    1. Tap text box labeled phone

    2. Add or edit personal phone number

    3. Tap Save

      1. Postal code displayed to admins is updated

      2. App redirects to User Settings menu

Edit DEI Information

To edit DEI information:

  1. Open the Boardable app

  2. Tap More

  3. Tap User Settings

    1. User Settings menu opens

  4. Tap DEI

    1. DEI section of user settings opens

  5. To edit race:

    1. Tap drop down field labeled Race

      1. Options drop down

      2. Tap race to select, from: Not Selected, White/Caucasian, Hispanic/Latino, Black, Asian, Native American and Pacific Islander, and Other.

      3. To select race not listed:

        • Tap Other

        • Tap textbox labeled Specify Race

        • Type race

      4. Tap Save

        • Race field in DEI section is updated

        • App redirects to User Settings menu

  6. To edit gender:

    1. Tap drop down field labeled Gender

      • Tap gender to select, from: Not selected, Female, Male, and Other.

      • To select gender not listed:

        • Tap Other

        • Tap textbox labeled Specify Gender

        • Type gender

      • Tap Save

        • Gender field in DEI section is updated

        • App redirects to User Settings menu

    1. To edit highest education level completed:

      1. Tap drop down labeled Highest Education Level Completed

        • Tap level to select, from: not seleced, PhD/Doctorate, Master's degree, Bachelor's degree, Associate's degree, Some college — no degree, High school diploma or equivalent, No formal educational credential

        • Tap Save

          • Education field in DEI section is updated

          • App redirects to User Settings menu

  7. To edit age:

    1. Tap text box labeled Age

    2. Type or edit age

    3. Tap Save

      1. Age field in DEI section is updated

      2. App redirects to User Settings menu

  8. To edit birthday:

    1. Tap date field labeled Birthday

      1. Date picker opens

    2. Tap birthday from date picker

    3. Tap Confirm

    4. Tap Save

      1. Birthday field in DEI section is updated

      2. App redirects to User Settings menu

Related Articles

  • User Settings: learn about personal profile settings, options available (ie contact info, login, notifications, timezone) and how to connect a Zoom account

  • Edit Boardable User: learn how to edit user information as an Administrator and what information the Administrator edits versus the user.

  • Navigate Mobile App: learn how to get the mobile app, view a demo, and log in with a password, magic link, or Google.

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