Administrators, Chairs, and Board Secretaries can access the People tab to add, edit, revoke, and remove people associated with their BoardPro account.
Managing user access correctly helps ensure smooth collaboration and secure communication within BoardPro.
To send or resend an invitation to grant access to BoardPro:
Go to the People tab.
Click the context menu (3 dots) beside the person you want to invite or re-invite to your board or committee.
2. Click Grant Access.
3. A blue confirmation message will appear stating, “Invitation Pending”.
Note:
Invitations are valid for 30 days. This applies to both lost and expired invitations.
Invitation Status
Once an invitation has been sent, the person’s status will display as “Invitation Pending” beneath their name until they accept the invitation.
If the invitation expires, it must be resent using the Grant Access option.
Note:
Board Packs can only be distributed to people who have accepted their invitation and completed their account setup. This helps ensure sensitive information is only shared with verified users.
Best Practices for Managing User Access
Regularly review the People list to identify users who have not accepted their invitations.
Resend invitations promptly using the Grant Access option when required.
Remind users to accept their invitation so they can access Board Packs and other board materials.
Related Articles:
Adding People into BoardPro