How to Create a User with an Auditor Role

This guide shows you how to create a user in Board.Vision. 

Before you start

Please ensure you are using one of the supported browsers:

• Google Chrome (v65 and above)

• Microsoft Edge (v87 and above)

Steps:

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 (Select Auditor)

• Designation

• Date of Joining

4) Scroll down to Contact Information and enter the user’s Primary Email Address and Phone Number. 

Next, Administrators must set the Auditor’s access period in Board.Vision.

5) Scroll to Auditor’s Access Time Range and select the BV Access End Date
(This is the date the Auditor’s access ends.)

Approvals Access

(Select 'Not Applicable' if Auditor should have access only to Meetings)

6) Under Approval Access Time Range, select the Start Date and End Date.
(This refers to the resolution passing date.)

7) All approvals within the selected date range will appear in Accessible Approvals.

• Click “x” to remove access.

Meetings Access 

(Select 'Not Applicable' if Auditor should have access only to Approvals)

8) Under Meeting – Access Time Range, select the Start Date and End Date
(This refers to the meeting date.)

9) All meetings within the date range will appear in Accessible Meetings.

• Click “x” to remove access.

10) Click Activate and Send Invite to confirm. 

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).