Add Users to Boardable

Add new users to Boardable and send welcome emails

Add Users By Email

Bulk Import Users

Send Invitations Later

Before You Begin

You must be an organization admin to add or edit users.

Add Users By Email

Select Add Users from the main menu or from the People page.
Enter the email addresses of people you want to add.
Assign the user(s) a role: member, observer, or admin.
1. Learn more about roles in Boardable.
Optional: Assign the user(s) to a group.
1. You can browse your groups or search them by keyword.
Select Add Users.
Optional: Send an invitation message to introduce users to Boardable.
1. Select Send Invitation Later to enter additional profile information (e.g., first and last name) before sending the invitation.

Note: After users log in for the first time, their names and email addresses can no longer be updated by an organization admin. Only users themselves can make such changes.

II. Bulk Import Users

Before You Begin: You must add users to a CSV file. Use this template and enter user information as pictured.

33 users in your organization

The template includes user profile fields such as role, term, job title, company, contact info, and address. Complete as many fields as you like.

⚠️ Do not change the column names or column order. Do not add columns.

Select Add Users from the main menu or from the People page.
Select Import Users.
Select Choose File, then select the CSV file from your device.
Select User Type, then assign users to a role: member, observer, or admin.
1. You must use a separate file for each role or group to which users are assigned. All admins to be created should be listed in one CSV file, for example, all observers in a separate file, and so forth.
Select Update existing users to update existing users with new data from your file; select Skip existing users to leave their data unchanged.
Select Upload File.
1. Boardable shows a "Complete" message when users are successfully imported. If there are errors in your file, Boardable will stop processing. Correct the errors and then re-upload your file.
Optional: Write an invitation message to introduce users to Boardable.

Invite users by choosing one of the following options:

Send Invitations	Immediately notify users. Only new users will receive invitations.
Don't Send Yet	Enter additional profile information before sending invitations. Users cannot join your account until you have sent invitations.

III. Send Invitations Later

If you chose to postpone sending invitations, follow this process to notify users about their new accounts.

Select People from the main menu.
Select Invite Status → Invite not sent.
Optional: Select Edit user profile (✏️) to add more information about users before sending their invitations. Learn more about user profiles.
Select the checkbox next to Name to select all users. You can also select users individually.
Select Resend Invite.
Optional: Write an invitation message to introduce users to Boardable.
Select Send Invitations.

Questions? Contact your CSM or the Support team at support@boardable.com