If you haven’t already, we recommend reading the Roles and Permissions Overview first.
Note: You must have either an Administrator, Board Secretary or Chair role yourself
To change someone’s access level (also known as their Role), follow these steps:
Click on the People tab on the left-hand navigation
2. Click the three dots (more options icon) 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:Be listed as a Board Member on the agenda and minutes
Have voting rights
Gain access to confidential folders in Governance Documents.
Click Save Changes to apply the update.
Notes:
Level One access roles (Administrators, Chairs, and Board Secretaries) can change their access level to another Level One role.
If the person is online, they may need to refresh the page or log out and back in to see the changes.
A person cannot be assigned the role of Executive or Guest while also having the Board Member box ticked.