Board.Vision allows Directors and Administrators to access multiple companies under a single user profile. You can grant additional entity access to an existing user.
Option A: Create a Brand-New User Across Multiple Companies
Use this workflow when onboarding a User who is completely new to the Board.Vision platform.
- Navigate to Admin Dashboard > go to Users > click + Add New User.
- Select a company (you will have the option to add to other companies later on)
- Enter the user's mandatory details: Title, Name, Designation, System Role, Primary Email Address, and Mobile Number.
- Click Activate and Send Invite.
- On the "Activate and Notify User" pop-up, select the other company (ies).
Option B: Assign an Existing User to Additional Companies
Use this workflow when an existing user needs to be added to another company.
- Navigate to Admin Dashboard > go to Users > User List.
- Search for the user and click Select Action > click Copy Profile.
- Select the additional company/companies from the dropdown list.
- Update profile details as required before confirming.
? User Experience Note: The user does not need to re-register or set a new password. The next time they log in to the Board.Vision iPad/iPhone app or Web Portal, the new company will automatically appear in their Company Selection screen
If you face any issues, 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).
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