Welcome to Board.Vision Tutorials. In this tutorial, we will walk you through the steps to create a usergroup from Admin Dashboard.
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 usergroup from Admin Dashboard:
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) Go to User Groups from the left menu. Then, click on the Add User Group button.
5) On the 'Add User Group Basic Information' page, first choose the company from the Select Company dropdown list. The dropdown will list all the companies within the same company group.
6) Once you have selected the company, enter the required group Name, Group Type, and Formation Date. Then, click on the Next to Add Member button at the top right of the screen.
7) Scroll down to the 'Members' section and click on the Add Member button.
8) On the 'Add Member' pop-up screen, choose a Business User's Name and enter the required Member Role and Joining Date. Then, click on Confirm.
9) Click on the Activate and Notify or Activate button at the top right of the screen.
*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.
10) Once you have selected the Activate and Notify button, a 'Notification' pop-up window will appear. Select the following options:
a) Notify via Email and/or Push Notification.
Note: Push notifications are alerts that pop up on the user's iPad or phone's screen or notification bar.
b) Under the Notify Members and Executive Assistants section, select the Business Users and their PAs if you wish to notify them.
Then, click on Confirm.
11) Once you have clicked on Confirm, the user group will be added to the 'User Group Management Dashboard' listing page with an Active status.
The User Group Management Dashboard provides a comprehensive overview of all user groups within the same company group.
You have successfully created a user group from the Admin Dashboard.
Congratulations! You have completed the tutorial on how to create a user group from Admin Dashboard.
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).