How to add a manager to a board

Created by Pat Crosscombe, Modified on Wed, 18 Oct, 2023 at 5:27 PM by Pat Crosscombe

Who are managers?

Examples of managers include 

  • Property or Association Managers

  • General Manager

  • CEO

  • Executive Director 

  • Executive Assistant

Managers do not vote and may not be directors or officers but they can be admins and recording secretaries. 

Managers can be part of an unlimited number of boards or committees. 

Who can add a manager?

Only Super Admins can add managers to boards or committees.

Adding managers is done from HQ.

(Click on any image to enlarge it.)

Add a Manager first then assign him/her to specific boards or committees.

Go to Managers  (icon on left-hand side. 


Click on Add New Manager and add information in popup. 

The new manager is automatically sent an email inviting them to set up their account.

Click on 


Click on the + in the table header row at the right-hand side of Managers.

(Click on any image to enlarge it.)

From the dropdown, select the board or committee. 

Pick a manager from the 2nd dropdown, click save. 

The manager now has access to that board or committee.

A  list of current managers and their board and committee assignments is listed.  

Click on any image to enlarge it.

Updated October 2023 (linked to Learn page)


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