How to Assign Existing Users to Multiple Companies

Welcome to Board.Vision Tutorials!

In this tutorial, we will walk you through the steps to assign existing users to multiple companies via the Admin Dashboard.

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 assign an existing user 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) Click Select Action and select Copy Profile.

4) Select the company(ies) and click on Next.

5) Enter the designation, date of joining and system role.

6) Once reviewed, click Create Profile. The user account will be created as a draft.

7) You can proceed to activate and notify the user.

You have completed the tutorial on how to assign existing user 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).