Occasionally, you may need to update a member's details or change their organisational role. You can easily make these changes in the People List.
Click on the name of the person you need to edit (or you can select Edit via the context menu -3 dots at the end of their name).
The following can be edited:
The person's name has been changed due to a misspelling, a change of name, or the addition of a title or a suffix. You can review how their name will be displayed in BoardPro.
Their position title within the organisation.
Tick the box to add them as a Board Member (able to read confidential papers, appear on the Attendees list as a Board Member, etc)
Their level of access (what they can and cannot do in BoardPro)
Note:
For security reasons, you cannot update your own Access Level or status on BoardPro. You must ask another Administrator, Board Secretary, or Chair to do that for you.
