Adding new users is simple and quick in the Boardable software. You can easily add as many members as you need, with just a name and email address.
To add a new user go to the people directory and select “add someone” in the upper right. You can then enter an email address, and first and last name. You can now select their role, which also establishes what permissions they will have in the account. After you have entered the data you will have the option to send a custom message and invitation to Boardable.
Be sure to monitor if the user has logged in yet by the status in the People Directory. You will see if the invitation has been sent and received, and when the user last updated their profile. You may need to reach out to those who don’t update their profiles, to be sure the invitation didn’t go to their spam mailbox, or they had technical trouble. Early adaptation is key to great engagement later!
Once you have sent the invite, be sure to send your invited new users this video to let them know what to expect.
Note: Administrators are the only users that have the permission to add a new user to an account.
Interested in how to make your board of directors more productive through the effective use of technology? Boardable is a software platform that centralizes all communication between you and your board. Find the best meeting times, securely store all of your documents, archive discussion threads and more—all in one place. Click below to schedule a demo with a member of our Boardable team.