How to change someone's Role

Learn how to change the level of access someone has in BoardPro

Kim Thibault avatar
Written by Kim Thibault
Updated over a week ago

If you have not already read the Roles and Permissions Overview, I recommend you do that first.   

If you want to change the access level someone has (known as their "Role") this is how to do that: 

  1. You must have either an Administrator, Board Secretary or Chair role yourself

  2. Click on the People and People List

  3. Click on the context menu at the end of the row -Edit

When the pop-up box opens you can: 

  1. Tick or un-tick the Board Member box (if this box is ticked the person will be listed as a Board Member on the Agenda/Minutes, be able to vote, and also allow them to view any confidential folders in Governance Documents).

  2. Tick the box next to their new role 

Click on Save Changes.


  • Level One Access Role (Administrators, Chairs and Board Secretaries) can update their Access Level but only to another "Level One" access

  • If the person is online at the time, they will need to refresh their page to see the change or they may need to log out, and then log back in

  • A person cannot have the role of an Executive/Guest and have the Board Member box ticked.  

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