Adding users to BoardEffect

You can add users to BoardEffect through the BoardEffect directory. When you add a user, they can access workrooms, view Meeting Books, and receive messages.

Add a single user to BoardEffect

1. On the BoardEffect home page, on the left-side Navigation Bar, select Directory .

2. Select Manage User(s).

3. To add a user, select Add User on the top right of the page.

4. Enter the following information in the Invite New User dialog box:

   • First Name: the user's first name.
   • Last Name: the user's last name. The Last Name field cannot include commas.
   • Email: a personal email address to access BoardEffect.

   Note

   Each user must have a unique account, so their email address can only be used once.

5. Select Send Invitation.

Add multiple users to BoardEffect

You can create multiple new users at the same time with the quick add feature. When you add multiple users, their passwords are randomly generated by BoardEffect, and you do not have the option to select user permissions.

1. On the BoardEffect home page, on the left-side Navigation Bar, select Directory.

2. Select Manage User(s).

3. Select Bulk Add.

4. Download the user template.

5. Add all users to the template.

6. Upload the complete template, or drag and drop the file.