Managing People

Creating/Adding a Person

Adding a person to an organization:
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
Click Save
Once you are ready to give the new person access to your BoardSpot, navigate to the People page, and click Send invite next to the persons name.

Updating a Person

Updating a person in an organization.
Log in as an admin user for the organization.
Navigate to the people page and click Edit next to the person, or click on their profile photo throughout BoardSpot, and click the Edit button bellow their profile photo.
Update the person as needed.
Click Save to complete the update.

Deleting/Archiving a Person

Deleting a person from an organization will remove the person’s ability to log into your BoardSpot. They will also be removed from all board and committee memberships.
Log in as an admin user for the organization.
Navigate to the people page
Click on the menu button next to the person, and click Remove
Click Remove in the prompt to move the user to the trash

Restoring a Previously-Removed Person

It is possible to restore any person who has previously been removed from the organization. Note that after restoring the person, any board or committee memberships will need to be re-established
Click on the Trash link in the bottom of the sidebar
Find the person you would like to restore, and click Restore next to their name.

Updated on: 11/08/2022