Quick Start - Add and Invite Board Members and Admins

Members are the heart and soul of any board portal. Each member has to be setup first, before being added to as many committees as required.

Sharing Your Board Portal With You Team

Inviting members and administrators is your next step after you have been through our BoardCloud Quick Start.

There is a single user record for anyone who accesses the BoardCloud system. In BoardCloud, a system user can be either:

a member
an administrator
a guest user

Adding New Members

To add or work with members navigate to Admin - Manage Members.

Remember: A Welcome email will be sent to each member you add to BoardCloud. When received by member, the Welcome email allows the member to set a password to be able to login to BoardCloud.

To add a new member, start from the Admin Manage Member Screen
Click the green + Create New Member button near the top left of your screen
The Create New Member screen will open
Enter the details of the member you are adding
Choose a role (or hold down the Ctrl button to select multiple roles) for your new member
Remember an email will be sent to the member AS SOON as you click the Create button

More Info

The Member Management screen has other uses as well, which include:

Edit and existing member's details
Impersonate a user to diagnose support issues
Change an existing member's email address
Deactivate a member's account
Add personal files to a user's account

More Info