Welcome to Board.Vision Tutorials. In this tutorial, we will walk you through the steps to create an Executive Assistant.
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 an Executive Assistant:
1) Log in to your Board.Vision account using your registered email address and password.
2) From the left menu, go to Users, and click on +Add User.
3) In the Add User page, enter the mandatory fields and select Executive Assistant under the System Roles dropdown.
4) Next, Administrators will be required to assign the Executive Assistant to a Business User.
Choose the Business User from the "Select Business User" dropdown list.
5) Scroll down to Contact Information and enter the user’s Primary Email and Mobile Phone.
6) Then, click on the Activate and Send Invite or Activate button at the top right of the screen.
*Note: By clicking the Activate button, users will not receive email notifications regarding their account creation. Administrators will choose this option if the user has been included in other companies and has previously established a password.
Important Note:
When activating a user in Board.Vision using “Activate and Send Invite”, the user will receive an email from notifications@board.vision with an activation link to set their password. Please note that the activation link will expire 10 days from the date it is sent.
If required, Administrators can resend the invitation via the user’s profile.
You have completed the tutorial on how to create an Executive Assistant.
If you face any issues, 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).