Welcome to Board.Vision Tutorials. In this tutorial, we will walk you through the steps to add a Member to the Register of Members and confirm the Date of Appointment.


To add a Member to the Register of Members and confirm the Date of Appointment: 


1) Log in to your Board.Vision account using your registered email address and password. 


2) Once you are logged in, Home shows an overview of your Upcoming, Pending and Draft items. 



3) Click on Registers from the left menu. Register of Directors section will be shown as your main screen. 

 


4) Click on the Arrow Down button next to the Register of Directors, then select Members from the dropdown list.  



5) In the Register of Members page, click on the icon  at the top right. You will be directed to the Add New Entry pop-up window. 


6) To add an Existing Board.Vision User to the Register of Members:



a) Click on Existing Board.Vision User.



b) Enter the information required on the Register of Members pop-up window. Fields marked with asterisks are mandatory and cannot be left blank. Then, click on Add to Register 



An Existing Board.Vision user has successfully been added to the Register of Members. 


7) To add a New User to the Register of Members:


a) Click on New User.



b) Enter the information required on the Register of  Members pop-up window. Fields marked with asterisks are mandatory and cannot be left blank. Then, click on Add to Register 



8) Once you have clicked on Add to Register, user will be added to the Register of Members with a Pending Status.  



9) To confirm the date of appointment, select the checkbox beside the Member’s name. Then, click on Confirm Date Entered as a Member icon .



10) Enter the Date of Appointment, then choose Confirm Register on the Confirmation pop-up window.  



You have successfully added a Member to Register of Members and confirmed the date of appointment.


Congratulations! You have completed the tutorial on How to Add a Member to the Register of Members and Confirm the Date of Appointment.


If you face any issues, please reach out to our Customer Experience Team at support@board.vision or +65 69097100 and we will be happy to help.  


Our hotline hours are from Mondays to Fridays 9:00 AM to 6:00 PM SGT (excluding weekends and public holidays).