Manage users

You can add new users, view active and inactive users, and update user categories in the Manage Users page.

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

  2. Select Manage Users from the list of options.

  3. To add a new user, select Manage Users on the top right, and then select Add User on the Manage Users page.

  4. You can review the total number of licenses in use, view any deactivated users, and confirm the system administrators in the Summary tab.

  5. Select the Inactive Users tab to view the users whose accounts are deactivated.

  6. To add a new user category or view existing user categories, select the User Categories tab.

  7. To add or edit term information and officer roles for a user, select the Term Info tab.