Edit Member Details
The Edit Member screen has a number of specialized functions aimed at managing BoardCloud board portal members. The Edit Member screen looks similar to the image below, showing the edit member screen with all its associated functions:
Member Information
The left of the member edit screen shows the member's profile information. Data entered into this part of the screen will become available in the Member Directory, unless specifically hidden by unselecting the Show My Profile In Directory option (see below). Guest members are never featured in the Member Directory.
Custom Member Properties
BoardCloud has a comprehensive ability to add custom member information to your member profiles. As many additional fields as required can be added to the profile. Field types include numeric, text, text area and dropdown lists.
Member Management Functions
We will deal with member management functions sequentially starting from the top of the list below, which appears on the right hand side on the edit Member Screen.
Importantly, the list of functions differs for confirmed users vs. un-confirmed users. The list below show in yellow the two differences. Confirmed users have a Reset Password link, where an already confirmed user is sent an email containing a link to reset her password. Unconfirmed members are different because they have not yet set a password.
Impersonate Member
A function that allows an administrator to login as a selected member and work in the same environment as as the user. This is useful for debugging user permission issues.
Read more about impersonating members.
Reset Password
Confirmed members can be sent a reset password email.
Read more about sending a Reset Password email.
Send Member Invite
It is not unusual for a member to have difficulty receiving a Welcome to BoardCloud email. There are many reasons for this, some of which are discussed in this post - Troubleshooting Missing Welcome emails.
Send Member Email
This simple function allows a BoardCloud administrator to send an email to the member. The email will be sent from the system using the default board secretary's email address.
The screen is easy to use as can be seen from the example below:
Email History
Provides a means of diagnosing and debugging email sending and receiving issues.
Read more about Debugging Email Sending Issues.
Change a Member's Email Address
This simple to use function makes use of a few careful steps to ensure that the new email box is properly verified before the member can login with the new email address.
Essentially, once clicked the system will present a small popup that will allow for the entry of an email address. Once the new address is submitted, the member's account status is set to Unconfirmed. This means that the member will not be able to login anymore, until the new email address is confirmed.
Thus the member will be sent a new Welcome email to the new address. Only when the link in the Welcome email is clicked and a password is subsequently set by the member, will the member be able to login with the new email address.
Note The previous email can no longer be used to login to BoardCloud.
Deactivate Member
This function allow for the deactivation of a member, which disables their login and prevents system access.
My Files
A repository for storing a member's personal files against his/her profile.
Read more about the Personal File Repository for each member.
Enabling 2-Factor Authentication
2FA can be enabled on a per member basis.
Profile Settings
Members have two options for showing their profile in the Member Directory. This options are set via the below two checkboxes:
Show My Profile in Directory
If this option is checked, the member's profile picture (or avatar) will appear in the Member Directory. This option surfaces the minimum member information possible.
Show My Profile Page
When this option is checked, the member's profile will be clickable and a click on the on the member's profile image (or avatar) will navigate to the member's profile page.
When this option is unchecked, the member's profile page will be hidden because it will not be clickable.