Desktop or Laptop Users

Modified on Sun, 27 Jul at 11:50 AM

1. General Information


1.1 Board.Vision Supported Devices and Browsers

Overview of compatible devices, operating systems, and browsers for the best experience. 


1.2 Different User Roles on Board.Vision

Explanation of different user roles: Administrators, Business Users, Executive Assistants, User Managers and Auditors.

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2. Users


2.1 Create a User

How to create a new Board.Vision user.


2.2 Create an Auditor

How to create an Auditor as a new Board.Vision user.


2.3 Create Multiple New Users at once

How to create multiple new Board.Vision users.


2.4 Edit an Existing User's Details

How to edit an existing user's details.


2.5 Delete a User

How to delete a user.


2.6 Resend an Activation Email to a User to Activate their Account

Guide on resending an activation email to a user.


2.7 Assign an Executive Assistant to a Business User after Bulk Uploading Users

How to tag an EA to a BU.


2.8 View the List of Users and the Contact Information within the Company

How to view the list of Board.VIsion users  in the company.

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3. User Account Menu


3.1 My Profile


3.2 My Logs


3.3 Terms of Use (TOU) 

3.4 Privacy Policy

3.5 Board.Vision Release Notes


3.6 Access Rights Settings


3.7 Switching Companies

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4. Support or Help




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