The People tab is where you manage everyone involved in your board's activities, from Board Members and executives to administrators and other contributors. It is the central place for managing people, controlling access, and assigning roles within BoardPro.
Administrator-level permissions are required to add, update, or remove people from the People tab. This helps maintain secure access and appropriate governance controls.
You can find the People tab at the bottom of the navigation panel on the left-hand side of the screen.
The page is structured with Board Members at the top, followed by all Non-Board members below.
Managing people
Add a person
To add a new person to your board, select + Add Person in the top-right corner of the People tab.
Important
BoardPro works best when each person has their own unique email address. We recommend using a personal email address for each account and avoiding shared or role-based email addresses (such as treasurer@ or president@).
Shared email addresses can create access issues when roles change and may affect the integrity of historical records.
Edit a person
To edit a person's details:
Select the person's name, or
Open the three-dot menu next to their name and select Edit.
Administrators can use the Edit option to update a person's details, role, access level, and permissions without removing and re-adding them.
Invite, Revoke Access, or Remove a Person
Open the three-dot menu next to a person's name to:
Invite a person who has not yet accepted their invitation.
Revoke access to temporarily prevent a person from accessing BoardPro while retaining their record.
Remove a person from the board.
Admin roles and authorisation
Administrator permissions are required to manage people and access settings in BoardPro.
Administrators (including Board Secretaries and Chairs) can
Add people
Update roles, permissions, and access levels
Make account-related changes for other users
Important: Users without Administrator permissions cannot authorise or make these changes themselves.
Changes requested by non-admin users
If someone without admin access, such as a Chief Executive, needs changes made, an existing account admin must authorise or complete those changes.
Multiple admins
Multiple users can be assigned admin rights within a single account to support shared management and collaboration.
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