People Directory

Inviting people and managing users in the People directory.

J

9 articles in this collection
Written by Jocelyn Gombos

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.

Written by Jocelyn Gombos
Updated over a week ago

Account Roles and Permissions

Learn about the different types of account roles and the associated permissions within Boardable.

Written by Jocelyn Gombos
Updated over a week ago

Administrators

Add / Invite Single User to Boardable

Learn how to add new users to Boardable and send invitations.

Written by Jocelyn Gombos
Updated over a week ago

Add / Invite Multiple People to Boardable

Learn how to add / invite multiple users to Boardable by just filling out the Invite to Boardable form once!

Written by Jocelyn Gombos
Updated over a week ago

Send / Resend Boardable Invitations

Learn how to send or resend invitations to Boardable once the user has been created and exists in the People directory.

Written by Jocelyn Gombos
Updated over a week ago

Edit Boardable User

Learn how to edit user information as an Administrator and what information the Administrator edits versus the user.

Written by Jocelyn Gombos
Updated over a week ago

Update Account Role

Learn how to update a user's role within the organization.

Written by Jocelyn Gombos
Updated over a week ago

Delete User(s) in Boardable

Learn how to delete a user in Boardable and what happens when the user is deleted.

Written by Jocelyn Gombos
Updated over a week ago

Export People Directory

Learn how Organization Admins can export the People Directory to view information in a user's profile and check 2FA.

Written by Jocelyn Gombos
Updated over a week ago