How to add new Users

Created by Pat Crosscombe, Modified on Tue, 11 Aug 2020 at 04:21 PM by Pat Crosscombe

Make sure to add users such as Directors and Officers before a board meeting takes place. This will add the directors to the attendance list, and allow for dropdowns to be populated correctly.  

Check out the different types of users before adding any. Here is the Link

This guide shows how to add new users one at a time.  To bulk upload users follow this guide

1. Go to the meeting list page, click on the photo or icon (at the top-left of meeting list page)

From the drop-down, click on Board Settings 

2. Click on 

3.  Super admins are automatically added as board admins. Board Admins manage everything related to a specific board or committee.  For example, board admins can add and remove any user.   

4. This example shows how to add a board administrator.  The same process is followed for any user role.

Add a board admin by going to options > add new user

5. Enter details, check Board Administrator & click save.


6. Recording Secretary - Add the board administrator as the recording secretary so that the basics for the first meeting can be set up. 

Go to 

7. Click the radio button beside the person just added.

8. Click Options > Save

The new recording secretary will be shown at the top.

To add multiple users at the same time follow this guide

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