How to send a Member Welcome link via your own Email Box

In certain cases, it may be useful to send a member of your organization a link for them to sign-up to BoardCloud.

This is particularly useful when the normal Welcome email is not being delivered.

How to Email a Welcome Link

·       Navigate to Admin – Manage Members

·       Select the member you wish to send a Welcome link to

·       Click the edit pencil to the far left of the member’s name

·       The Edit Member will open

·       On the navigation on the right of the screen click the Send Member Invite button

·       The Member Invite screen will pop up

·       Click on Generate Invite Link

·       In a few seconds, the Member Invite Link pop up will appear

·       Click the copy link button on the right side of the link

·       The pop up should close and a message should appear in the top right of the screen affirming that the link has been copied

·       Open your email

·       Compose a new email to the member you are sending the link to

·       Title the email subject similar to: Welcome to BoardCloud

·       Write a short explanation for the member similar to:

Please click the link below to sign in to our new board portal.

The link will take you to a screen where you will be able to set your password and be able to access your board materials.

·       Finally paste the link saved in your clipboard into the email below the short explanation

·       Send the email

Note: Each link is distinct for each member. You have to make  individual link for each member you email.