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 

Was this article helpful?

That’s Great!

Thank you for your feedback

Sorry! We couldn't be helpful

Thank you for your feedback

Let us know how can we improve this article!

Select at least one of the reasons

Feedback sent

We appreciate your effort and will try to fix the article