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      Mobile — View & Edit User Settings

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

      Table of Contents

      I. Introduction to Mobile User Settings

      II. View Profile on Mobile App

      III. 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

        Screen Shot 2023-12-19 at 9.03.22 AM

      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

              user settings


      III. Edit Profile on Mobile App

      Edit Profile Picture

      1. Open the Boardable app

      2. Tap More

        Screen Shot 2023-12-19 at 9.03.22 AM (1)

      3. Tap User Settings

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

          user settings (2)

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

        1. Device directory of photos opens

          IMG_2063

      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

          check


      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

        Screen Shot 2023-12-19 at 9.03.22 AM (2)

      3. Tap User Settings

        1. User Settings menu opens

          user settings (2)

      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

              Shared info

        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

              IMG_2065

          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

                IMG_2065 (1)

          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

                  IMG_2065 (2)

          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

                IMG_2065 (3)

          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

                IMG_2065 (3)-1

          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

                IMG_2065 (3)-1

          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

                IMG_2065 (3)-1

      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

        Screen Shot 2023-12-19 at 9.03.22 AM (2)

      3. Tap User Settings

        1. User Settings menu opens

          user settings (2)

      4. Tap Contact Info

        1. Contact info section of user settings opens

          contact info

      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

            contactsave

      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

            contactsave

      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

            contactsave

      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

            contactsave

      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

            contactsave

      Edit Location

      To edit location:

      1. Open the Boardable app

      2. Tap More

        Screen Shot 2023-12-19 at 9.03.22 AM (2)

      3. Tap User Settings

        1. User Settings menu opens

          user settings

      4. Tap Location

        1. Location section of user settings opens

          Location

      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

            locationsave

      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

            locationsave

      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

            locationsave

      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

            locationsave

      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

            locationsave

      Edit DEI Information

      To edit DEI information:

      1. Open the Boardable app

      2. Tap More

        Screen Shot 2023-12-19 at 9.03.22 AM (2)

      3. Tap User Settings

        1. User Settings menu opens

          user settings

      4. Tap DEI

        1. DEI section of user settings opens

          DEI

      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

              IMG_2068

      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

              IMG_2068

        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

                IMG_2068

      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

            IMG_2068

      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

            IMG_2068

      Related Articles

      • User Settings: learn about personal profile settings, options available (ie contact info, login, notifications, time zone) 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.