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Adding a Person into Your Organisation - New UI

How to add in the first person to your Board

Rajit Theodore avatar
Written by Rajit Theodore
Updated over a week ago

On your People page, select Add Person.

  1. Enter their details.

  2. Add their position within the organisation.

  3. Tick the "Board Member" box. This will ensure they are listed as a Board Member on the Agenda, allow them to view any confidential folders in Governance Documents, and will enable them to vote.

  4. Add their Access Level

  5. Send an Invite

  6. Add the person

Are you unsure which Access Level to give them? Click on the icon next to the Access Level heading to open the Roles and Permissions page, which details what each access level can see and do in BoardPro.

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