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If a Board Member is incorrectly listed as an attendee, here is how to fix it: BoardPro uses a color-coding system to help identify attendees based on their roles. Green indicates Board Members, while Blue represents other participants like executives or company secretaries. This visual guide can be helpful during troubleshooting.
Understanding Attendee Role Colors and Discrepancies
In BoardPro meetings, attendee roles are visually marked using colors. This system provides quick recognition of participants' roles:
Green: Board Members
Blue: Other attendees, such as executives or company secretaries.
Why Discrepancies Might Occur
When updates are made to someone's role or status (e.g., committee membership), the change doesn't apply retroactively to previously created meetings. These meetings will show the individual's prior status. For example, participants added to a role after a meeting is scheduled will appear in older roles during that meeting. This behavior ensures consistency with the historical data when the meeting was created.
Are they ticked as a Board Member on the People List?
"No", then you will need to tick them as a Board Member
"Yes", then remove and re-add them to the Meeting
How to check if they have been ticked
Go to the People > People List page.
Additionally, you can utilize the 'Changes log' at the top of the People list. This log shows a detailed history of role and status modifications, helping confirm when changes occurred.
Check to see if they are listed under Board Members or Other People.
If your Board Members are listed under Other People Click on the context menu (3 dots) at the end of their name and select Edit.
In the Edit Person pop-up box, make sure to tick the "Board Member" box and then Save.
They will now be found under Board Members (with a green tick beside Board Member) and will also be presented correctly in the Agenda and Minutes.
Remove and Re-add
If they are still not displaying correctly, remove them remove them from the attendee list and then re-add them. Note: if you are in the published agenda stage you will need to republish the agenda Discrepancies due to historical role updates do not fully impact functionality or workflows in future meetings. Manual notes or documentation adjustments can help address these discrepancies if needed.
If you have tried the above and the board member is still not appearing correctly, contact us at BoardPro Support (support@boardpro.io) or via the blue chat icon on the lower right.