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People Tab - new UI

Manage Access and Roles for Board-Related Activities

Mike Patterson avatar
Written by Mike Patterson
Updated this week

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 who has access and define their roles within the board activities.

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.

  1. Add new people via the black + Add Person button at the top right.

  2. Edit the details of people by clicking on their name or selecting the three dots next to their name.

  3. You can also invite, revoke, or remove people using the context menu (three dots) at the end of each person’s card.

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