If you have not already read the Roles and Permissions Overview, I recommend you do that first.   

If you want to change the access level someone has (known as their "Role") this is how to do that:

  1. You must have either an Administrator, Board Secretary or Chair role yourself
  2. Click on the People and People List:

3.  Click on the context menu at the end of the row -Edit

When the pop up box opens you can: 

  1. tick or un-tick the Board Member box, 
  2. tick next to their new role 

Click on Save Changes.


  • If the person is online at the time, they may need to log out, and then log back in for the change to take effect.
  • If a person has the Board Member box ticked- you cannot set their role as an Executive/Guest. Un-tick first then click on Exec/Guest. Same as if they have the role of Exec./Guest you must un-tick that box before you can select the Board member box

For more information, view the Roles and Permissions Overview,

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