Manage Members

Add a New Member 

Setting Up a member's account

Edit Member Details 

Edit details, send password resets, change email address and more

Impersonate a member 

Impersonate a member

Reset a Member's Password 

Send a member a reset password link

Sending Member's Invites 

Sending Member's Invites

Email history and debugging

Email history and debugging

Members Personal Files

Members Personal Files

Two-Factor Authentication

Enable 2FA authentication for one or more members.

Delete a Member 

The 2-step user deletion process.

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

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

Below is a view of the member management screen:

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

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

BoardCloud Member Management Dash

1) Member Status Summary Bar

The summary bar (No 1 in the image above), displays important information. Besides giving a total for active members, the Unconfirmed Members total is important to monitor, especially during onboarding multiple members and committees. Ideally there should be zero unconfirmed members.

2) Edit Member Details

The 'edit pencils' highlighted 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) Impersonate a Member

This useful feature, allows an administrator to impersonate a selected member. By clicking on the 'spy icon' you will assume the logged-in identity of the selected user.  This makes for rapid fault finding in cases where a user is experiencing strange behavior when logged in.

Read more about impersonating members.

4) 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

5) 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.