Welcome to Board.Vision Tutorials. In this tutorial, we will walk you through the steps to create a user group.
Important Note: The Board.Vision web app is optimized and supported for desktop use on Google Chrome (version 65.0 and later) and Microsoft Edge (version 87.0 and later). Please note that this support is intended for desktop environments and is not applicable to mobile devices.
To create a user group:
1) Log in to your Board.Vision account using your registered email address and password.
2) From the left navigation menu, go to User Groups, and click on +Add User Group.
3) In the Add User Group page, enter the mandatory fields such as Name, Group Type, and Formation Date.
Important Note: Please select the Display in company's profile checkbox if you like to display this committee on the company's profile page.
4) Then, click on Next to Add Member.
5) Once you have clicked on Next to Add Member, you will be directed to the View User Group page.
6) Scroll down to the Members section and click on Add Member.
7) On the Add Member pop-up window, enter an existing Business User’s Name and Member Role. Then, click on Confirm.
8) To activate and notify the members in the User Group, scroll up and click on Activate and Notify.
9) On the Notification pop-up window, select the following options:
a) Notify via Email and/or Push Notification.
b) Under the Notify Members & Executive Assistants section, select the Business Users and their PAs if you wish to notify them.
Then, click on Confirm.
You have completed the tutorial on how to create a user group.
To learn how to edit a member's role in a user group, check out the “How to Edit a Member's Role in a User Group” tutorial.
To learn how to remove a member in a user group, check out the “How to Remove a Member in a User Group” tutorial.
To learn how to dissolve a user group, check out the “How to Dissolve a User Group” tutorial.
If you face any issues, please reach out to our Board.Vision Customer Success Team at support@board.vision or +65 6909 7100 and we will be happy to help.
Our hotline operating hours are from Mondays to Fridays 9:00 AM to 6:00 PM SGT (excluding public holidays).