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Import People and Interests to a Committee

How to import people from your main board to a committee

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

Committees that have been added to your organisation can be found under the Main Board on the top left of your home screen.

To add people to your committee - open the People List page of the Committee and click on "Import People" located at the top of the list, beside Add People.  

A pop-up box will open with the names of people listed on the main board, who have not yet been added to your committee.

  1. Scroll through the list and tick the names of those you wish to add

  2. Want to copy over their Interests? Click Yes

FAQ's

Why can't I see the Import People option?
This feature is only available to those with the access level of Administrator, Committee Secretary or Committee Chair.

Can someone have a different Access Level on the Committee than on the Board?
Yes, access levels for committees are independent of the access level for the board. When someone is first imported, their access level will be the same as their board account access level.  So someone may be the Chair of the board, but not the committee.  We recommend you adjust the access levels of the committee to reflect each person's role "as per the committee". 

Why can't the Committee Members see the Committee?
People cannot see the committee until you are ready to give them access to it.  When first added in, each person will have "No Access".  

  • If they have already established a login (accepted the invite from another board/committee) and created a password they will have access granted right away. They will also receive an email letting them know they can now access the committee through My BoardPro.

  • If they are "new" they will be sent an invitation and will need to go through the login process

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