If you haven’t already, we recommend reading the Roles and Permissions Overview first.
Note: You must have the Administrator, Board Secretary, or Chair role to change a user's role.
To change a user's role, follow these steps:
In the left-hand navigation, click People.
Click the three dots (context menu) to the right of the person's name.
When the pop-up appears, you can:
Tick or untick the Board Member box. If selected, the person will:
Appear as a Board Member on agendas and minutes
Have voting rights
Can access confidential folders in Governance Documents
Sign Minutes or Documents
2. You can also assign a different access level.
3. Click Save Changes to apply the update.
Notes:
Users with a Level One role (Administrator, Chair, or Board Secretary) can change their role to another Level One role.
If the user is currently signed in, they may need to refresh the page or sign out and sign back in before the changes take effect.
A user cannot be assigned the Executive or Guest role while the Board Member checkbox is selected.