This guide explains how to add users to the organization and how to think about authorization levels and roles. Click on the heading below to read more about a specific part or review the guide from top to bottom.
- Add user
- Authorization levels
- The roles of Financial Manager and Contract Manager
- Example of Authorization levels
Add user
You need administrator authorization to add users to the organization. As an administrator, you can edit user data at the role, function, title, and authorization levels.
Name, e-mail, telephone and language are individual settings and can only be changed by the user.
Add a new user to the organization
Log in and go to the organization to which you want to add the user.
Select "Administration" then "Users" in the left menu and then click the "Invite new users" button
Fill in the name and email in the form under the user list; the phone number is optional. Make sure the email address is correct.
Then select Language, Role, Function, Title and Authorization level
If you want the user's access automatically removed on a certain date, click "Temporary access" and select the date.
When you are done with a user, click the "Add" button.
To invite more people, click "Add another user" in the next step. A form for one more person will then appear.
When you finish clicking "Send invitations", invitation emails will be sent to the email address(es) you specified.
Authorization levels
There are three authorization levels in Boardeaser:
- Administrator: Users who are admins can see and do everything in the organisation.
- Observer: Users who are observers can see everything within the organization but only do things specifically assigned to them.
- Restricted: Users with restricted authorization levels can only do things that are assigned to them specifically.
In short, the Administrator level is intended for users who actively administrate the organisation, i.e., create meetings, invite others to meetings, write minutes, etc.
There is an Observer authorization level for users who should be able to see all of your organizational material but cannot edit it. This authorization is suitable, for example, for an accountant or board members who are not to create meetings.
The lowest authorization level is Restricted. With this permission, the user cannot edit or read anything other than what is specifically assigned. This authorization is suitable for, for example, someone co-opted at recurring board meetings.
The roles of Financial Manager and Contract Manager
In addition to authorization levels, users can be assigned some roles, which allow them to gain administrator authorization levels in various areas.
- Financial manager
The financial manager gives the user administrator access to Financials and Reports. Therefore, users with the Financial Manager role can always access the Financials and Reports tab, regardless of authorization level.
Financial managers can also access Group and Integrations under Administration in the left menu.
The combination of Role: Financial Manager and Authorization level: Limited gives users full access to Financials, Group Financials and Reports under the menu options on the left. The combination also gives users full access to Integrations and Groups under Administration.
Access is limited to other menu selections.
- Contract manager
The contract administrator gives the user administrator access to Contracts. Therefore, users with the Contract manager role can always access the Contracts tab, regardless of authorization level.
The combination of Role: Contract Manager and Authorization level: Limited gives users full access to Reports under the menu options on the left side, allowing them to view contracts and create new ones.
Access is limited to other menu selections.
Example of Authorization levels
Authorization level is required to export Excel files from:
- Dashboards: Administrator
- Income/Balance Sheet/Cash Flow Statement: Administrator/Observer
Other:
- Permission required to view transactions: Administrator