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The interest register across board and committee accounts

How the interest register works across board and committee accounts

Written by Rajit Theodore
Updated over 2 weeks ago

BoardPro manages boards and committees as independent accounts. This includes the interest register, which is maintained separately in each account.

To access an account's interest register:

  1. Navigate to Boards.

  2. Select the relevant board or committee.

  3. Go to People.


Manual updates for interest registers

Interest registers do not sync between accounts. Changes made in one account will not apply to others. To update an interest register:

  1. Navigate to the relevant board or committee.

  2. Go to People.

  3. Locate the member’s interest register.

  4. Make the required changes.

  5. Repeat in other accounts as needed.

Important: Updates must be made in each account separately.


User experience for multi-group membership

Users who belong to multiple accounts will have a separate interest register in each one. Members only see the interest register for the account they are viewing.

Note: Users must update their interests in each account individually.


Troubleshooting blank committee interest registers

An empty committee interest register means no interests have been added to that account.

To resolve:

  1. Navigate to the committee.

  2. Go to People.


Importing interests

When importing people from a board into a committee, you can copy their interests.

Note: Interests can only be imported from a board into a committee, not between committees.


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