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Invite people to BoardPro

How to grant access to join your board or committee

Kim Thibault avatar
Written by Kim Thibault
Updated this week

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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:

  1. Go to the People List page

  2. Click on the context menu (3 dots) at the end of the person you want to invite / re-invite to your board or committee

  3. Click on Grant Access

Invitations are valid for 30 days.  

If an invitation expires, a new one must be sent to re-enable access.

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.

  • 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'.

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