Adding new users to BoardX Meeting Management couldn't be easier. We take the guesswork out, all you have to do is set up and enter in the right details. We will take care of the rest!
In this user guide, you'll be shown how to add new users, delete users, and edit user profiles and roles! Each section has been minimised for easy finding and reading, simply click the section to expand the information.
How to Add Regular Users in BoardX Meeting Management
How to Add Regular Users in BoardX Meeting Management
Follow these simple steps to add regular users to the BoardX system:
Click People on the navigation bar on the left-hand side.
Click +Regular User (Regular user types: Admin, Member, and Observer. These can all be added as regular users).
Input their Title, First Name, Last Name, and Email Address (The email address will serve as their login email).
(Optional) Select the Location and Department they belong to, if relevant. (You can edit locations and departments in your Settings.)
Choose a User Type.
(Optional) Tick the checkbox for the Committee they belong to. (You can edit committees in the Committee tab.)
Click Submit at the top-right of the screen.
Once these steps are completed, an email invitation will be sent to the user unless your system notifications are turned off.
Editing a Board Member's Profile
Editing a Board Member's Profile
In BoardX Meeting Management, the Tenant Owner or Admin can edit all users' profile pages. During the setup stage, it can be a good idea to input board members' information to make the onboarding process smoother and identify any additional details you may need to collect.
Steps to Edit a Profile
Once all your users have been added to the system, click the People tab on the left-hand navigation bar.
Click the small Edit button next to the user’s name.
You can now update their profile page, regardless of whether they have logged into the system or not.
Deleting a User
Deleting a User
Follow these steps to delete a user from BoardX Meeting Management:
Go to the People tab on the left-hand navigation bar.
Select the checkbox next to the user you wish to delete.
Click Delete in the right-hand list.
A confirmation prompt will appear. Confirm the deletion.
Congratulations, you have successfully deleted a user from BoardX.
Only the Owner user can delete an Admin user. Admin users can not delete each other.
Important Notes on Deleted Users
Important Notes on Deleted Users
Access: The user will no longer have access to the system.
Committee Membership: The user will be removed from all committees they are currently in.
Future Meetings: The user will be removed from all future meetings.
Records Retention:
Their record in roles and terms on the board will still be kept.
Attendance records for past meetings will still be maintained and visible in the report section.
For past meetings where minutes are yet to be created, their name will still appear.
Tasks:
Uncompleted tasks will be saved and shown as deleted tasks in your Task Centre.
Previously completed tasks will remain unchanged.
Labelling: For all records where the deleted user’s information is retained (e.g., reports or unpublished minutes), their name will appear with "(deleted user)" next to it.