Committees added to your organisation can be found under the My BoardPro menu at the top left of your home screen.
Import people to a committee
Open the committee.
Click People.
Select Import People at the top of the list, next to Add People.
A pop-up window will display the people on the main board who have not yet been added to the committee.
Select the people you want to add.
To copy their interests, click Yes when prompted.
Add people to your committee:
Click on People within the committee.
Select Import People at the top of the list, next to Add People.
A pop-up box will appear showing the names of people on the main board who still need to be added to your committee.
You can scroll through the list and select the names of the individuals you want to add.
To copy their interests, click Yes when prompted.
FAQs
Why can't I see the Import People option?
This feature is only available to users with Administrator, Committee Secretary, or Committee Chair access levels.
Important: Interests can only be imported from a board into a committee, not from one committee to another. If you missed importing interests during the initial setup, and the person has not yet been granted access to the committee, you can remove them from the committee’s people list and re-add them, ensuring you select the option to import their interests during this process. If the person is already active in the committee, you will need to manually add their interests.
If the option to import interests is skipped during the initial import, it cannot be done retroactively unless the person is removed and re-added. Changes made to a person's details in the main board account do not automatically sync to the committee after import. Interests can only be imported into a sub-committee if the person is not already listed in that sub-committee.
Can someone have a different access level on the committee than the board?
Yes. Committee access levels are independent of board access levels.
When someone is first imported, their committee access level will match their board access level. For example, a person may be the Board Chair but have a different role within the committee.
Tip:
We recommend updating committee access levels to align with each person’s role within the committee.
Why can't Committee Members see the committee?
You must grant people access to the committee before they can see it. When first added, each person will have No Access.
If they have already set up a login by accepting an invitation from another board or committee and creating a password, access will be granted immediately. They will receive an email notification confirming they can access the committee through My BoardPro.
If they are new to BoardPro, they will receive an invitation email and must complete the login setup process before they can access the committee.