Welcome to Board.Vision Tutorials. In this tutorial, we will walk you through the steps to create a user.
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:
1) Log in to your Board.Vision account using your registered email address and password.
2) From the left navigation menu, go to Users, and click on +Add User.
3) In the Add User page, enter the mandatory fields such as Title, First and Last Name, System Roles, Designation, and Date of Joining.
4) Scroll down to Contact Information and enter the user’s Primary Email and Mobile Phone number. Then, click on the Activate and Send Invite or Activate button.
*Note: If you had selected the Activate button, the user will not be notified via email of his/her account being created. Administrators will opt for this button, if the user has been added to other company(ies) and previously set his/her password before.
Important Note: The user's account activation link will expire after 10 days. Administrators will be able to resend the invitation via the user's profile.
You have completed the tutorial on how to create a user.
To learn how to edit an existing user's details, check out the “How to Edit an Existing User’s Details” tutorial.
To learn how to delete a user, check out the “How to Delete a User” 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).