Managing People

How to edit and update a person's name, title, role and status within the organisation

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

Occasionally we may need to edit/update a member's details or their role in the organisation. This can be done on the People List.

Click on the name of the person you need to edit (or you can select Edit via the context menu -3 dots at the end of their name).

The following can be edited:

  1. The person's name -due to a misspelling, change of name or you can add in a title or a suffix. You will be able to review how their name will be displayed in BoardPro.

  2. Their position title within the organisation

  3. Tick the box to add them as a Board Member (able to read confidential papers, appear on the Attendees list as a Board Member etc)

Note:  For security reasons you cannot update your own Access level or status in BoardPro. You will need to ask another Administrator, Board Secretary or Chair to do that for you.

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