Occasionally, you may need to update a person's details or change their organisational role. These changes can be made from the People List.
Edit a Person's Details
Open the People List from the left-side menu.
Click the person's name to open their profile.
Alternatively, select Edit from the context menu (three dots) next to their name.
Update the Person's Information
The following details can be updated:
Name – Correct a spelling mistake, add a title or suffix, update a changed name, and review how the person's name will be displayed in BoardPro.
Position title – Update their role or position within the organisation.
Board Member status – Select the Board Member checkbox to allow the person to access confidential board papers and appear as a Board Member in attendee lists.
Access level – Change what the person can view and do in BoardPro.
Click Save to apply your changes.
Note:
Important: To help maintain security and governance controls, you cannot update your own access level or status in BoardPro. Another Administrator, Board Secretary, or Chair will need to make these changes on your behalf.
