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My Board Member is Resigning

What to do when you need to remove someone from your BoardPro account

Written by Khalid Ali

If someone on your Board resigns or you need to remove someone from your organisation, follow these steps.

  1. Open the People page and revoke the person's access

  2. Revoke Access - This prevents them from signing in to your organisation. Their name will remain in your People List and they will still appear as an attendee on any open meetings they participated in.

    Note:
    This is an immediate action you can take until the last meeting they attended has been concluded.

  3. Remove Person—Once all relevant meetings have been concluded, you can permanently remove the person from your organisation.

    Important:
    This action cannot be reversed.

    What Happens When You Remove Access

    Removing access also:

    • Removes the person as a meeting attendee from future meetings

    • Adds a close date to any Interests associated with the person

    • Retains historic records such as meeting attendance and Action Items

    Note:
    Action Items must be reassigned or closed manually.

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