Welcome to Board.Vision Tutorials. In this tutorial, we will walk you through the steps to add a member to an existing User Group.
Important Note: Board.Vision web app is supported on Google Chrome (version 65.0 and later) and Microsoft Edge (version 87.0 and later).
To add a member to an existing user group:
1) Log in to your Board.Vision account using your registered email address and password.
2) From the left navigation menu, go to User Groups, and click on the User Group Name.
3) In the View User Group page, scroll down to the Members section and click on Add Member.
3) On the Add Member pop-up window, enter an existing Business User’s Name, Member Role, and Joining Date.
4) Select the following options:
a) Notify via Email and/or Push Notification.
b) Under the Notify Members & Executive Assistants section, select both Business User and his/her PA if you wish to notify them.
Then, click on Confirm.
You have successfully added a member to an existing user group.
To learn how to remove a member from an existing user group, please check here.
If you face any issues in completing the steps shown in this tutorial, please reach out to our Customer Experience Team at support@board.vision or +65 69097100 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).