Welcome to Board.Vision Tutorials. In this tutorial, we will walk you through the steps to create a user across multiple companies.
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 a user across multiple companies:
1) Log in to your Board.Vision account using your registered email address and password.
2) Click on the Go To Admin Dashboard on the 'Company Selection' screen.
3) Once you have clicked on the Go to Admin Dashboard button, you will see the Admin Dashboard screen and the Event Management Dashboard will be your landing page.
4) Click on Users from the left menu.
5) Then, click on the Add New User button.
6) In the Add Users page, enter the mandatory fields such as Title, First Name, Last Name, Display / Printed Name, Designation, and Date of Joining.
7) Select the user's role from the System Roles dropdown.
8) 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.
*Note: If you had selected the Activate button, the user will not be notified via email of his/her account being created. Administrators may opt for this button if the user has been added to another company(ies) and he/she had previously set his/her password.
9) On the 'Activate and Notify User' pop-up screen, you may select to add the user to other companies under the Company List. Then, click on the Confirm button.
10) Once you have clicked on Confirm, the user will be added to the User Management Dashboard list with an Invitation Sent status.
You have completed the tutorial on how to create a user across 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).