Welcome to Board.Vision Tutorials. In this tutorial, we will walk you through the steps to create a user group. 

Important Note: Board.Vision web app is supported on Google Chrome (version 65.0 and later) and Microsoft Edge (version 87.0 and later).

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.

8) Then, click on Confirm.

9) Once you have added members into the User Group, scroll up to click on Activate and Notify.

10) Once you have clicked on Activate and Notify, the Notification window will pop up.

11) You can select to Notify via Email and/or Push Notification.

12) From the Participants & EA list, select the names you wish to notifythen click on Confirm.

You have successfully created a user group.

Congratulations! 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 in completing the steps shown in this tutorial, please reach out to our Customer Experience Team at support@board.vision or +65 69097100 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 weekends and public holidays).