How to Create a New User and Add Them to Multiple Companies

Welcome to Board.Vision Tutorials!

In this tutorial, we will walk you through the steps to create a user and add them to multiple companies.

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 new user and add them to multiple companies: 

1) Log in to your Board.Vision account using your registered email address and password. 

2) Click on Admin Dashboard on the 'Company Selection' screen.

3) Go to Users and click Add New User.

4) Select one company first and enter the mandatory fields such as Title, First Name, Last Name, Display / Printed Name, Designation, Date of Joining, and System Roles.

5) Scroll down to Contact Information and enter the user’s Primary Email and Mobile Phone number. 

Then, click on the Activate and Send Invite or Activate button. Clicking on Activate only will not send email invite to the user.

6) On the 'Activate and Notify User' pop-up screen, you will have the option to add user to other companies.

You have completed the tutorial on how to create a user and add them to multiple companies.

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).