Change users' settings
Go to "Administration" > "Users" in the left menu, tap the icon with three dots and select "Edit". You can change these properties for users in the current organization (only the users themselves can change their own name, email address, phone number and language)
- First and last name: here you can change the name of your own user.
- Email: here you can change your email on your own user.
- Phone: it is optional to enter the phone number of your own user.
- Language: choose between English and Swedish for your own user.
- Role: is optional to specify. Refers to the user's role in the organization. Can be Auditor, CEO, CFO, Co-Chairman, Contract management, Secretary or not defined.
- Function: refers to the user's function on the board, can be Alternate, Chairman, Not a board member or Regular
- Title: here you can write any title for the user.
Authorization
There are three levels of authorization levels for users:
- Restricted: The user cannot do or see anything in Boardeaser, except as specifically assigned.
- Observer: The user can see all the information in Boardeaser but do nothing unless it has been specifically assigned to, for example, adjust a protocol.
- Administrator: The user can read all information and do everything in Boardeaser. Recommended for anyone who wants to create meetings
Temporary access
Enter a date for the user to be automatically removed from the organization.
Primary contact
Mark who is the primary contact at your organization in case Boardeaser needs to contact you. We recommend that this user is an administrator.
