Click on People --> People List
On this page is where you will find a list of all people that have been added into your organisation. To add people, look for the green “+ New Person” button.
- Enter in their details
- Add their position within the organisation
- Tick the "Board Member" box. This will ensure they are listed as a Board Member on the Agenda, allow them to view any confidential folders in Governance Documents and be allowed to Vote.
- Add their Access Level
- Send an Invite
- Add the person
Not sure which Access Level to give them?
Click on the Blue question icon to open the Roles and Permissions