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From the People List the Administrator, Chair, and Board Secretary roles are able to Add, Edit, Revoke and Remove people on your BoardPro account.
People on your board must be invited (granted access) in order to receive important board notifications.
To send (or resend) an invitation to Grant Access to BoardPro:
Go to the People List page
Click on the context menu (3 dots) at the end of the person you want to invite / re-invite to your board or committee
Click on Grant Access
Invitations are valid for 30 days.
If an invitation expires, a new one must be sent to re-enable access. To reissue an invitation, go to the People List page, locate the individual's name, use the context menu, and select 'Grant Access' to send a new invitation.
Notes:
This will work for lost or expired invitations as well.
A blue box will appear that says "Invitation sent successfully".
Once an invitation has been sent, a status will be seen under their 'Invitation Pending' until the receipient accepts the invite or the invitation has expired.
The 'Invitation Pending' status signifies that the recipient has received the email but has not yet completed the sign-up or account activation process. It will remain 'pending' until the recipient accepts the invite and activates their account.
If an attendee's name is greyed out in the People List, this indicates that they have not been granted access (or access invitation has expired). Use the context menu (three dots next to their name) and select 'Grant Access' to invite (or re-invite) the receipient.
Ensure everyone that needs access to the board has been sent an invitation 'Invitation Pending'. Once the invitation has been accepted, the status under their name will change to 'Can Login'.
To verify invitation status, navigate to the People page and review the status next to the individual’s name:
Login: Indicates registration is complete.
Invitation Pending: Signifies the invite has been sent but the recipient has not accepted it yet.
Greyed-out names imply no access granted or expired invitations.
If an invitation email does not arrive immediately, ask the recipient to check if the email address is correct and verify their spam or junk folder. If it still does not arrive, re-send the invitation.
See also
Adding People into BoardPro