You need administrator permission to add users to the organization. As an Administrator, you can edit user data such as Role, Function, Title, and Authorization.
Name, email, telephone and language are individual settings and can only be changed by the user.
Add user
Log in and go to the organization to which you want to add the user. In the left menu, select "Administration" then "Users" and click the "Invite new users" button.
Fill in name and email in the form under the user list, the phone number is optional.
Select Language, Role, Function, Title and Authorization level.
If you want the user's access automatically removed on a specific date, click "Temporary access" and select the date.
Then click on the "Add" button.
To invite more people, click the "Add another user" button in the next step. A form for one more person will then appear.
When you finish, click the "Send invitations" button, and invitation emails will be sent to the email address(es) you specified.
Accept the invitation
When a user is invited to an organization, the user receives an invitation email sent to the email specified. A user account must be created if the user does not have a previous account for that email address. This can be done in the invitation email by clicking the "Register on Boardeaser" button.
If the invited user has an existing account, the user can instead click on "Log in to Boardeaser" in the invitation email.
Not accepted invitation or wrong email address
If the invited user has an icon to the left of the name, it means the user has not accepted the invitation.
Invitation not accepted
The invited users must click on the link in that email and choose a password to log in. If they do not complete the registration, you can click the blue icon to the left of the name to resend the invitation email.
Incorrect email address
In turn, the user's failure to accept the invitation may be due to the wrong email address being invited to the organization.
Make sure the correct email address is invited. If it is the wrong email address, it is possible to edit and send the invitation email again, alternatively remove and add the user again. Then click on the icon with the three dots (···) on the right and choose one of the options "Edit" or "Remove"