If you are an Administrator, Board Secretary, or Chair, you can update the email address of someone in your organisation who does not have login access.
Update the email address
Go to People in the left-hand navigation.
Click the three-dot menu next to the person's name.
Select Edit from the dropdown menu.
In the pop-up window, scroll to the Email Address section and click the pencil icon.
Enter the new email address and provide a reason for the change.
Click Update Email to save the changes.
You can choose to send a new invitation immediately or invite the person later.
Changes to the email address are recorded in the People Change Log.
Resend an invitation
If needed, administrators can resend an invitation to the updated email address.
Go to People.
Click the three-dot menu next to the person's name.
Select Grant access.
This sends the invitation to the updated email address.
Important:
Use a unique personal email address for each account to avoid conflicts with historical data.
Avoid using shared or generic organisational email addresses, as these may cause access issues.
Verify email address changes promptly to maintain uninterrupted access.
Note:
If the person can log in to BoardPro, they can update their own email address through My Settings under their profile menu.
Alternatively, the user or the organisation’s Account Owner can contact BoardPro support using the blue chat icon to connect with the Customer Success team.