Remove Access

How to change or update the access for a member in BoardPro

Vicki van Eeghem avatar
Written by Vicki van Eeghem
Updated over a week ago

When you remove someone from your organisation People List this will:

  1. Remove their ability to log into this BoardPro account

  2. Remove them from your People List

  3. Remove them as a Meeting Attendee from future meetings

  4. Enter a close date on any Interests associated with this person

  5. Does NOT remove any historic records, such as meeting attendance and Action Items.

  6. Action Items must be manually reassigned

Note: If this person is listed as the 'Meeting Administrator' for any future meetings, their name will need to be manually reassigned in those meetings.

To remove someone's access from your BoardPro account, from the the People List. 

  • click on the 3 dots at the end of their name and select Remove.

A pop up box will open asking you to confirm you wish to Remove Access. 

Note: as an added security measure you must type "remove" before clicking the red button as this action cannot be reversed.

Once you have clicked Remove a box will open confirming that removal has been completed and what changes has been done.

Related Article
Revoke Access

Did this answer your question?