How to Create a User

Modified on Tue, 9 Jun at 4:31 PM

Welcome to Board.Vision Tutorials! 


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


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

 

To create a user:


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


2) Click on +Add User.


3) Fill in the required fields, including:

  • Title

  • First Name and Last Name

  • System Roles

  • Designation

  • Date of Joining



4) Scroll down to Contact Information and enter the user’s Primary Email Address and Phone Number. Then, click Activate and Send Invite.


Important NoteThe account activation link will expire after 10 days. Administrators can resend the invitation from the user’s profile if needed. 


To learn more:


If you face any issues in completing the steps shown in this tutorial, 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).   

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