Manage Members

Add a New Member 

Create a new member. Members must confirm their email and set a password to activate their account.

Edit Member Details 

Update member info, reset passwords, change email addresses, send welcome emails, and manage personal files.

Reset a Member's Password 

Send a password reset link to a confirmed member. Useful when they forget their login details or need to update credentials.

Sending Member Invites 

Member Invites refer to the Welcome Email that is sent automatically when a new user is added to the board portal.

Email history and debugging

View a user’s email activity to see if system emails were sent, received, and opened, with timestamps to help troubleshoot delivery issues.

Members Personal Files

Securely store and manage private documents linked to a member’s profile. Only visible to the member and system administrators.

Two-Factor Authentication

Extra login security. When enabled, users must enter a verification code emailed to them after logging in with their password.

Delete a Member 

Deactivate a member to prevent login and notifications. Hard delete removes visibility but retains data for audit.

The Manage Members dashboard is designed to allow full-service member management. It includes functions such as:

•    Add new members
•    Edit existing member details
•    Adjust member roles

You can also export this member list as an Excel spreadsheet. This button is located to the right of the Create New Member button.

Note: By default, members are displayed alphabetically by last name.

Below is a view of the member management screen:

Each area of functionality is numbered and is explained sequentially below.

1) Member Status Summary Bar

The summary bar (No. 1 in the dashboard image) provides important information at a glance:

  1. Active Members: Total number of active members
  2. Unconfirmed Members: Tracks members who have not yet accepted their invitation or set a password

During onboarding, we aim to have zero unconfirmed members to ensure everyone can access the portal.

2) Edit Member Details

The 'edit pencils', outlined vertically in our member dashboard page image above, allows for a numbers of member maintenance functions. These include:

  • Password reset
  • Edit member roles
  • Send an email to the member
  • Change email address
  • Email send history
  • Enable or disable 2-Factor authentication
  • Personal file repository for individual members

Read more about editing members.

3) Member Roles

Member roles are listed in this column. It is important to visually check the roles assigned to members in your board portal. Occasionally, a member will have incorrect permissions and a quick visual check goes a long way in preventing 'strange' issues. Read more about Member Roles

4) Member Confirmed

This column is a quick visual cue to see if a member has been confirmed. 

When a member is first created, the member's Confirmed status will not have a tick (check). Confirmed status will be updated after the member has clicked on the link in the Welcome Email and set a password.