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 Bulk Upload.
3) Then, click on Download Template from the pop-up window.
Complete the required fields in the Excel template downloaded.
4) Click the Arrow Up icon and select the completed template from your device.
Then, click Upload to submit the file.
5) Once uploaded successfully, the users will be created with a Draft status.
6) To activate users, click Select Action and select Activate and Notify User.
Important Note:
Bulk upload does not support Auditor roles.
Maximum 15 users per bulk upload template.
Please review all user details before activation.
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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