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Updating an email address of someone with no login access– new UI

Updating the Email Address of a Pending Invitee

Mike Patterson avatar
Written by Mike Patterson
Updated over a week ago

If you're an Administrator, Board Secretary, or Chair and need to update the email address of someone in your organisation who does not have login access, follow these steps:

  1. Go to the People on the left-hand navigation

  2. Click the three dots (context menu) at the end of their name.

  3. Select Edit from the dropdown menu.

In the pop-up box, scroll down to the Email Address section and click the pencil icon to edit.

A new box will appear where you can enter the new email address and provide a reason for the change.

Click the green Update Email button to save.

  • You can now send a new invitation immediately or invite the person later.

  • Changes to the email address will be recorded in the People Change Log.

Notes:

If a person can log in to BoardPro but needs to update their email address,

  1. They can change your email address themselves via My Settings (found under their name in the top right menu).

  2. Alternatively, they or their organisation’s Account Owner can request help from BoardPro by clicking the blue chat icon to connect with our Customer Success team.

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