How do I add people to our account?

Created by Pat Crosscombe, Modified on Thu, 5 Oct, 2023 at 11:30 AM by Pat Crosscombe

People can be added without an email address. 

Step 1

Go to your board

Step 2

Click on icon located at top left-hand side. 

The drop down shows. Click on People

Step 3

Go to People 

After this step, you have two options. You can import people individually or do a bulk upload:

Option A: Add people individually

Click on "Add new person"

Add First Name, Last Name & Email Address (can be left blank and updated later. People without email addresses cannot access the system)

Check beside a position. Add a title.  Add term (optional). Adding a term does NOT change a directors history in BoardSpace.

Account setup emails will be sent if they have an email address.

Option B: Bulk Upload

Click on Add Multiple People

Import the CSV file you created as listed in this article and follow the instructions on: How to Add Multiple People 

Updated October 2023 

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