Welcome to Board.Vision Tutorials. In this tutorial, we will walk you through the steps to create a user with an Executive Assistant role.
Important Note: The Board.Vision web app is optimized and supported for desktop use on Google Chrome (version 65.0 and later) and Microsoft Edge (version 87.0 and later). Please note that this support is intended for desktop environments and is not applicable to mobile devices.
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 the Executive Assistant checkbox under the System Roles section.
4) Next, Administrators will be required to assign the Executive Assistant to a Business User.
Select the Business User from the dropdown list (see red box).
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: The user's account activation link will expire after 10 days. Administrators will be able to 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).