Adding and Updating People
People profiles are an integral part of the board portal, and BoardSpot makes managing your people straightforward and fast.
Organization Admins and Committee Admins can mange people. Contact your organization's administrator(s) for assistance with these tasks.
Log in as an admin user for the organization.
Click the + Create button in the top right of the application, and select + Person.
Fill out the person’s information in the fields provided.
Click Save.
Once you are ready to give the new person access to your BoardSpot portal, navigate to the People home page, and click Send all invites. Then ask them to check their inbox.
Log in as an admin user for the organization.
Navigate to the People home page and click on the ellipses, then select Edit next to the person; or click on their profile photo throughout BoardSpot, and click the ellipses and select Edit.
Update the person as needed.
Click Save to complete the update.
Organization Admins and Committee Admins can mange people. Contact your organization's administrator(s) for assistance with these tasks.
Adding a Person:
Log in as an admin user for the organization.
Click the + Create button in the top right of the application, and select + Person.
Fill out the person’s information in the fields provided.
Click Save.
Once you are ready to give the new person access to your BoardSpot portal, navigate to the People home page, and click Send all invites. Then ask them to check their inbox.
Updating a Person:
Log in as an admin user for the organization.
Navigate to the People home page and click on the ellipses, then select Edit next to the person; or click on their profile photo throughout BoardSpot, and click the ellipses and select Edit.
Update the person as needed.
Click Save to complete the update.
Updated on: 25/05/2023
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