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, from the left navigation pane, select Site Settings.

  2. On the Settings page, from the left navigation, select Manage Users.

  3. On the Manage Users page, select the Manage Users button that appears on the top right.

    The Diligent One Platform Manage users page appears in a new tab.

  4. Select +Add user.

  5. In the Invite new user window that opens, enter the information as described in the following table:

    Field Description
    First Name The first name of the user. The character limit is 40.
    Last Name The last name of the user. The character limit is 40.
    E-mail

    The email address of the user. The character limit is 60. Email addresses can include apostrophes.

    Note

    • Email addresses with accents or non-Latin characters are not supported.

    • To change an existing user's email address, contact Support.
    Role

    This is an optional field.

    The user's Diligent One system-wide user type (Launchpad user type)

    There is no limit on how many users can be System Admins for an instance. For more information, see System-wide user types and group roles.
    Subscription

    This is an optional field.

    The user's subscription. Subscriptions define the roles a user can be assigned in each Diligent One app. For more information, see Managing licenses and subscription permissions.
    Reports Role

    This is an optional field.

    The user's access to the Reports app. For more information on roles in Reports, see Reports app permissions.

    Note

    The Launchpad database is not synced with the Reports app.

  6. Select Send invitation.

  7. Activate the user.

    For more information, see Activating a BoardEffect user.

Add multiple users to BoardEffect

You can add users in bulk with the bulk add feature.

  1. On the Diligent One Platform Manage users page, select Bulk add.

  2. On the Bulk Add Users page, select Download .xlsx Template.

    The template is downloaded to your local machine as Bulk Add User template.xslx.

  3. Open the template.

  4. In the Bulk Add User sheet, enter the details as described in the following table:

    Field Description
    E-mail

    The email address of each user to be added. The character limit is 60. Email addresses can include apostrophes.

    Note

    • Email addresses with accents or non-Latin characters are not supported.

    • To change an existing user's email address, contact Support.
    First Name The first name of each user. The character limit is 40.
    Last Name The last name of each user. The character limit is 40.
    Launchpad Role

    This is an optional field.

    The users' Diligent One system-wide user type (Launchpad user type)

    There is no limit on how many users can be System Admins for an instance. For more information, see System-wide user types and group roles.
    Subscription

    This is an optional field.

    The users' subscriptions. Subscriptions define the roles a user can be assigned in each Diligent One app. For more information, see Managing licenses and subscription permissions.
    Reports Role

    This is an optional field.

    The users' access to the Reports app. For more information on roles in Reports, see Reports app permissions.

    Note

    The Launchpad database is not synced with the Reports app.

  5. Save the file.
  6. Upload the file in one of the following ways:
    • Drag and drop the file into the browser.
    • Select Choose files, locate and select the saved file, and select Open.

      Note

      • Only one template can be uploaded. If a System Admin uploads another template, the previously uploaded template is overwritten. The uploaded template is visible to all System Admins.

      • Special characters and spaces in the file name are not supported. They get replaced by underscores.

  7. Select Add Users.

  8. Activate the users.

    For more information, see Activating a BoardEffect user.