Welcome to Board.Vision Tutorials. In this tutorial, we will walk you through the steps to assign an Executive Assistant to a Business User after bulk uploading users.
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 assign an Executive Assistant to a Business User 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, and click on 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 an Executive Assistant to a Business User.
Congratulations! You have completed the tutorial on how to assign an Executive Assistant to a Business User after bulk uploading users.
If you face any issues in completing the steps shown in this tutorial, please reach out to our Customer Experience Team at firstname.lastname@example.org 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 public holidays).