Boardable Administrators

How to create, edit, manage and view account details in Boardable.

How do I add a new user?
Administrators are the only users that have the permission to add a new user to an account.  To add a new user go to the People Directory and select &qu...
Tue, 10 Sep, 2019 at 8:39 AM
How do I remove a board member?
To remove a user you must be an administrator. To remove a user go to the people directory and check the box next to the user's name that you would like...
Thu, 17 Jan, 2019 at 11:15 AM
How do I know if a user has logged in?
The Account Owner of the Boardable account will receive an email notification when a new user hast logged in for the first time.  Administrators ca...
Thu, 7 Feb, 2019 at 11:26 AM
How do I enter board terms for my members?
Administrators are the only users that can edit a users profile and add their terms.  Go to the People Directory and click on 'edit' next to th...
Thu, 7 Feb, 2019 at 11:43 AM
How can I update my subscription plan?
Administrators are the only users that can update the subscription and credit card information. Keep in mind, your card will not be processed until your tri...
Thu, 7 Feb, 2019 at 11:55 AM
How do I cancel my account?
Administrators are the only users that can cancel a Boardable account. Free Trials will not have the option to 'Cancel' because the account will clo...
Tue, 28 May, 2019 at 8:18 AM
How do I edit the announcement section?
Administrators are the only users that can edit the announcement section.   On the left-hand navigation bar select "Settings."  Go to the Da...
Thu, 7 Feb, 2019 at 12:24 PM
What are the user role permissions?
Administrators:  Update billing and subscription information Update settings (logo, dashboard message, from email) Add Groups Assign Group Owners Ac...
Thu, 7 Feb, 2019 at 12:58 PM
What if my members didn't receive the welcome email?
Only Administrators can add users or send welcome invitations. There are a couple different options on how to send welcome emails.  Option 1: To manuall...
Thu, 7 Feb, 2019 at 1:16 PM
How secure is Boardable?
Take comfort in knowing that your personal information is secure, and that Boardable will never share your data with any third parties. Boardable employs be...
Thu, 30 Nov, 2017 at 9:49 AM