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 Bulk Upload.
3) Then, select 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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