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