In BoardPro, go to the bottom of the navigation panel on the left and select the People Tab.
Look for the "+ Add Person" button on the top right.
You will need to provide their name, email address, and role in the company (this affects their permission access level in BoardPro, so check out the article on Roles and Permissions).
Enter the person’s first and last name. To add a title or suffix, check the box provided. Note: You can preview how the name will appear on the agenda and PDFs.
Enter the person’s email address; this will be the email they use to log in to BoardPro. Note: An email validation tool will help detect any typos in the domain when adding people
Enter their position title within your organisation.
Check the Board Member box if the person is a Board Member (regardless of their access level, except for Executive/Guest). This ensures they are listed as a Board Member on the agenda and minutes, can vote, and have access to confidential folders in Governance Documents. Note: If this box is unchecked, they will not be listed as a Board Member, will not be able to vote, and will not have access to confidential folders or documents, regardless of their access level.
Select their access level based on their role in the company. This setting affects their permission level in BoardPro, so please refer to the article on access levels for more information. Roles and Permissions).
Select when you would like to invite this person to your organisation.
Add Person
Send an Invitation Now
If you select Send an invitation now, the person will be added to your organisation and receive an email invitation. They will appear in your People Tab with the status Invitation Pending.
They must accept the invitation and complete the registration process before they can log into BoardPro.
Invitations are valid for one month. If they expire, you can re-invite the person by sending a new invite.
Suppose the person is registered in BoardPro (using the same email) with another board or committee. In that case, they will be granted automatic access and receive an email notification that they have been added to the new organisation.
Don't Send an Invitation Now
Add without Inviting – Sometimes, you may want to list someone in BoardPro because they regularly attend meetings or are assigned actions, but they don't need access to your governance portal.
You can add them without sending an invitation by choosing not to send an invite.
Here’s how it will appear on the People List page.
Those added (but not invited):
Can be listed as attendees or apologies of a meeting
Can be listed as presenters of an agenda item
Can have Action items assigned to them
Cannot update their Action Items
Cannot receive email notices or the board pack.
If you choose not to add someone now, you can always Invite People to BoardPro later by clicking on the menu icon on their row, and then "Send Invitation".