Managing committee access
You can add users to one or more committees, ensuring they have access to the correct materials. You can also move users from one committee into another to avoid removing their access to the Boards app.
Add a user to a committee
This section describes how to add a user to a new committee.
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Select Users in the Navigation panel.
You are taken to the Users page.
A list of the current Boards users is displayed.
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Select the User management tab.
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Select Edit on the right side of a user's row.
Their profile appears.
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Select the Committees tab.
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Select Add committee.
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Select the Committee dropdown menu.
A list of Boards committees is displayed.
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Select a committee from the list.
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Select the checkbox next to one or more Roles. For more information, see Roles and permissions in Boards.
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Select Add user.
You'll return to the Committees tab.
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Select Save.
Note
You cannot add multiple users at once (in bulk) to a committee.
Move users between committees
This section describes how to move users from one committee into another committee.
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Select Committees in the Navigation panel..
You'll be taken to the Committees page.
A list of the current committees for your organization is displayed.
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Select Open on the right side of a committee's row.
A list of the committee members is displayed.
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Select the checkbox next to one or more users' names.
The Actions menu appears on top of the page.
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Select the Actions menu.
A list of options is displayed.
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Select Move to other committees.
The Move users to other committee panel appears.
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Select the Committee dropdown menu.
A list of committees is displayed.
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Select a committee from the list.
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Select the checkbox next to one or more Roles. For more information, see Roles and permissions in Boards.
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Select Save.
You'll return to the committee details page. The users you moved no longer appear on the list of committee members.
