Welcome to Board.Vision Tutorials. In this tutorial, we will walk you through the steps to assign a Business User to an Executive Assistant after bulk uploading Users.
To assign a Business User to an Executive Assistant after bulk uploading Users:
1) Log in to your Board.Vision account using your registered email address and password.
2) From the left navigation menu, go to Users. Select an Executive Assistant with Draft status.
3) In the View User page, click on Edit.
4) Then, you will be directed to the Edit User page. Under the System Role, you are required to uncheck and check the Executive Assistant checkbox then you will be able to see the Business User Dropdown box. Select the Business User from the dropdown list then click on Activate and Notify.
You have successfully assigned a Business User to an Executive Assistant.
Congratulations! You have completed the tutorial on How to Assign a Business User to an Executive Assistant after Bulk Uploading Users.
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