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People Helps
People Helps
Articles on managing people in BoardPro.
26 articles in this collection
Written by
Kim Thibault
and
Vicki van Eeghem
Account Owner
What is an Account Owner and how to change if required
Written by
Vicki van Eeghem
Updated over a week ago
Locking account on login
Locking account on login after 7 failed passwords entered
Written by
Vicki van Eeghem
Updated over a week ago
Import People and Interests to a Committee
How to import people from your main board to a committee
Written by
Vicki van Eeghem
Updated over a week ago
My Board Member is Resigning
What to do when a person resigns from your organisation
Written by
Vicki van Eeghem
Updated over a week ago
People List
Where to add and manage who has access
Written by
Vicki van Eeghem
Updated over a week ago
Unable to login to BoardPro
How to troubleshoot if you are unable to login
Written by
Vicki van Eeghem
Updated over a week ago
Managing People
How to edit and update a person's name, title, role and status within the organisation
Written by
Vicki van Eeghem
Updated over a week ago
Remove Access
How to change or update the access for a member in BoardPro
Written by
Vicki van Eeghem
Updated over a week ago
Problems Registering with BoardPro
How to troubleshoot if a person is unable to register.
Written by
Vicki van Eeghem
Updated over a week ago
People Change Log
Review changes made to the People List
Written by
Kim Thibault
Updated over a week ago
Added to another board?
What happens when you are added to another board or committee
Written by
Vicki van Eeghem
Updated over a week ago
My Details in BoardPro
What can I find under my details on the top right?
Written by
Vicki van Eeghem
Updated over a week ago
Adding BoardPro to the home screen of your mobile device
How to create a link to BoardPro on your iPad or mobile phone.
Written by
Vicki van Eeghem
Updated over a week ago
Accepting an Invitation from BoardPro
How to complete your registration with BoardPro
Written by
Vicki van Eeghem
Updated over a week ago
Invite people to BoardPro
How to grant access to join your board or committee
Written by
Kim Thibault
Updated over a week ago
Forgot Password
How to reset your forgotten password
Written by
Kim Thibault
Updated over a week ago
My Board Member appears as "Attendee" on the Agenda
How to set your Board Members (and Chair) to appear correctly in the Agenda and Minutes.
Written by
Vicki van Eeghem
Updated over a week ago
Revoke Access
How to change or update the access for a member in BoardPro
Written by
Vicki van Eeghem
Updated over a week ago
How to change your email address
How to change or update your email address.
Written by
Kim Thibault
Updated over a week ago
Changing your password
How to change or update your password.
Written by
Vicki van Eeghem
Updated over a week ago
Roles and Permissions
Roles and Permissions Overview
Learn what each role can and cannot do in BoardPro so that you can give people the correct level of access they need.
Written by
Kim Thibault
Updated over a week ago
How to change someone's Role
Learn how to change the level of access someone has in BoardPro
Written by
Kim Thibault
Updated over a week ago
Roles FAQs
Answers to common questions about roles in BoardPro
Written by
Kim Thibault
Updated over a week ago
Adding and Supporting People
Updating an email address
How to change an email address for someone with No Login Access
Written by
Vicki van Eeghem
Updated over a week ago
Adding People into BoardPro
How and when to add or invite people to your organisation in BoardPro
Written by
Kim Thibault
Updated over a week ago
FAQs on People in BoardPro
Common questions related to adding people into BoardPro
Written by
Kim Thibault
Updated over a week ago