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.

  1. Enter in their details

  2. Add their position within the organisation

  3. 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.

  4. Add their Access Level

  5. Send an Invite

  6. Add the person

Not sure which Access Level to give them?
Click on the Blue question icon to open the Roles and Permissions

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