The People Tab is where you can add and manage everyone involved in your board’s processes, from Board Members to company executives. This is the central place to control access and define roles within board activities.
Admin-level permissions are required to add, update, or remove any team member in the People Tab. This ensures secure access and flexible role management within your board processes.
You can find the People Tab at the bottom of the navigation panel on the left.
The page is structured with Board Members at the top, followed by all Non-Board members below.
Managing people
Add a person
Select the + Add Person button at the top right to add a new person.
Add new people via the black + Add Person button at the top right.
Edit a person
To edit a person’s details:
Select the person’s name, or
Select the three-dot menu next to their name and choose Edit.
Admins can directly edit user roles and permissions using the Edit option. This allows updates without removing and re-adding users.
Invite, revoke, or remove a person
Use the three-dot menu at the end of each person’s card to:
Invite a user
Revoke access
Remove a user
Admin roles and authorisation
Admin rights required for changes
Only users with admin rights can:
Add members
Update permissions
Make account changes
Important:
Non-admin users cannot authorise account 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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