TABLE OF CONTENTS
I. Introduction
III. Replace Only Admin
I. Introduction
When a board administrator leaves the organization, their administrative privileges can be withdrawn, and granted to another user.
Each user's display name and activity on the platform is linked to their login address. For this reason, we do not recommend sharing login addresses as tenure passes from one person to another.
Instead, delete or demote the present admin, and promote or add a new admin.
II. Replace One of Multiple Admins
If the organization has multiple admins, and one of these needs to be replaced, another admin can accomplish this via the steps listed below.
To learn how many admins the organization has, and which users are admins who can take these steps, please see Related Articles.
Click People on the main navigation panel, opening the People Directory
Click + Add Users at the top left side of the screen
Fill out the Invite to Boardable form
Enter the new admin's email address (this is the email they will use for logging in to Boardable) beneath Add users
Click Admin beneath Assign Account Role
Click the checkbox next to any group name, under Assign to Groups, the user should be a member of
Click Add users
New admin is added to the organization
Change the outgoing admin's status
To keep the outgoing admin on the organization, and demote them to member or observer:
Click the name of the outgoing admin
Click Edit
Click Account Role
Click Member or Observer
Click Save
The outgoing admin now has the permissions associated with the role selected during step 4.a.iv
To remove the outgoing admin from the organization completely
Click the checkbox next to the name of the outgoing admin
Click Delete from the menu this pops out at the bottom of the page
Click OK
III. Replace Only Admin
If an organization has only one admin, and this admin needs to be replaced, it is recommended that the outgoing admin add a new admin before their departure. This new admin can then remove the outgoing admin.
To add a new admin, the outgoing admin can take the steps below:
Click People on the main navigation panel, opening the People Directory
Click + Add Users at the top left side of the screen
Fill out the Invite to Boardable form
Enter the new admin's email address (this is the email they will use for logging in to Boardable) beneath Add users
Click Admin beneath Assign Account Role
Click the checkbox next to any group name, under Assign to Groups, the user should be a member of
Click Add users
New admin is added to the organization
The user added can then take the steps below to demote or remove the outgoing admin:
Accept organization invitation
To learn how to do this, please see Related Articles
Click People on the main navigation panel, opening the People Directory
Change the outgoing admin's status
To keep the outgoing admin on the organization, and demote them to member or observer:
Click the name of the outgoing admin
Click Edit
Click Account Role
Click Member or Observer
Click Save
The outgoing admin now has the permissions associated with the role selected during step 3.a.iv
To remove the outgoing admin from the organization completely
Click the checkbox next to the name of the outgoing admin
Click Delete from the menu this pops out at the bottom of the page
Click OK
If an organization has only one admin, and this admin needs to be replaced after the outgoing admin can no longer log in to add the new admin, please contact support at support@boardable.com.
Related Articles
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.
How to Set Up User Account and Log In for the First Time: Learn how to set up your user account after receiving an invitation from Boardable.
Account Roles and Permissions: Learn about the different types of account roles and the associated permissions within Boardable.
Update Account Role: Learn how to update a user's role within the organization.
Delete User(s) in Boardable: Learn how to delete a user in Boardable and what happens when the user is deleted.