Add People to Your Organisation
Open the People tab
Select People from the main navigation panel on the left.
Select Add Person in the top-right corner.
Enter the person's details.
You will need to provide the person's name, email address, and role within the organisation.
Their role affects their permission level in BoardPro. For more information, refer to the Roles and Permissions article.
Enter the person's first and last name.
To add a title or suffix, select the checkbox provided.
Enter the email address the person will use to log in to BoardPro.
Enter the person's position title within your organisation. This appears only on the People List and not on meeting documents.
Select the Board Member checkbox if the person is a board member, regardless of their access level, except for Executive or Guest access.
The Board member checkbox ensures they:
Appear as a board member on agendas and minutes
Can vote
Can access restricted folders in Governance Documents
Note: If this checkbox is not selected, the person will not be listed as a board member, cannot vote, and will not have access to restricted folders or documents, regardless of their access level.
Select the appropriate access level based on the person's role in the organisation. For more information, refer to the Roles and Permissions article.
Select when you would like to invite the person to your organisation.
Send an invitation now
Select Send an Invitation Now to immediately add the person to your organisation and send them an email invitation.
The person will appear in the People tab with the status “Invitation Pending”.
They must accept the invitation and complete the registration process before they can log in to BoardPro.
Invitations remain valid for one month. If an invitation expires, you can send a new invitation.
If the person is already registered in BoardPro using the same email address for another board or committee, they will automatically receive access and an email notification confirming they have been added to the new organisation.
Add without sending an invitation
Select Don't Send an Invitation Now if you want to add someone to BoardPro without giving them portal access.
This is useful for people who regularly attend meetings or are assigned actions but do not require access to your board portal.
People added without an invitation:
Can be listed as attendees or apologies for meetings
Can be listed as presenters for agenda items
Can have action items assigned to them
Cannot update their action items
Cannot receive email notices or board packs
Invite people later
If you choose not to invite someone immediately, you can invite them later from the People list.