Set up and add new users

To share documents and meetings, you first need to add the users to the Board Portal. This can be done under Settings>Add users.

Add users

You have two options for adding users: individually or in bulk.

• Single User: Fill in all necessary personal details before sending or saving the invitation.
• Multiple Users: Just provide email addresses, and users can complete the rest during registration.

Add a Single User

Select 'Add Single User'
Fill in the user's full name and email address. Ensure the phone number can receive 2FA tokens via SMS.

Assign User Roles
Choose the roles that define what documents and folders the user can access. By default, users have access to all areas specified.

Assign System Roles
Select the appropriate system role to define the user's rights. For users who only should have access to read current content in the portal, we recommend selecting "Read and Print".

Learn more about the different system roles here.

Register the User
The option to send the invitation email is enabled by default. If you're not ready to send it, simply deselect the option and save.

You can find unregistered users under Settings > Manage Users and Permissions > Unregistered Users. Here, you can re-send invitations at anytime. Once the user has accepted the invitation, they will be removed from this list and automatically populated under Registered/active users.

Learn more about how to manage users and permissions here.

Add multiple users

1. Select 'Add Multiple Users'
   Enter the email addresses, separated by a semicolon (;). Only email addresses are required initially, so ensure they are accurate.
2. Assign User Roles
   Choose the user roles for all the invited users.