have invited a director - how do I know if they have accepted it or not?
The People page in BoardPro is divided into two sections - those with login access to BoardPro (which means they have accepted the invitation and completed their registration process) - and those who do not have access.
How do I help a director who has forgotten his password?
On the main login page (https://app.boardpro.io) is a prompt for those who have forgotten their password. They simply enter in their email address, and a reset token will be sent to them.
How do I change the name of a director?
There are two ways a person's name can be updated.
- On the People Page, an Administrator, Board Secretary or Chair can click on the person's name and in the pop up box make the changes.
- An individual can change their own details in BoardPro by clicking on "My Account" which is available under their name on the top right.