Users

1. How to Create a User
Welcome to Board.Vision Tutorials. In this tutorial, we will walk you through the steps to create a user. Important Note: The Board.Vision web app is op...
Fri, 25 Jul, 2025 at 9:39 AM
2. How to Create Multiple Users via Bulk Upload
Welcome to Board.Vision Tutorials. In this tutorial, we will walk you through the steps to create multiple Users via bulk upload. Important Note: The Bo...
Fri, 25 Jul, 2025 at 9:41 AM
3a. How to Activate and Notify a Draft User
Welcome to Board.Vision Tutorials. In this tutorial, we will walk you through the steps to activate and notify a draft user. Important Note: The Board.V...
Fri, 25 Jul, 2025 at 9:55 AM
3b. How to Resend an Activation Email to a User to Activate their Account
Welcome to Board.Vision Tutorials. In this tutorial, we will walk you through the steps to resend an activation email to a user to activate their account. ...
Fri, 25 Jul, 2025 at 10:11 AM
4. How to Create an Executive Assistant
Welcome to Board.Vision Tutorials. In this tutorial, we will walk you through the steps to create an Executive Assistant. Important Note: The Board.Visi...
Fri, 25 Jul, 2025 at 9:41 AM
5. How to Create an Auditor
Welcome to Board.Vision Tutorials. In this tutorial, we will walk you through the steps to create an Auditor. Important Note: The Board.Vision web app i...
Fri, 25 Jul, 2025 at 9:41 AM
6a. How to Assign an Executive Assistant to a Business User after Bulk Uploading Users
Welcome to Board.Vision Tutorials. In this tutorial, we will walk you through the steps to assign an Executive Assistant to a Business User after bulk uploa...
Fri, 25 Jul, 2025 at 9:55 AM
6b. How to Change an Executive Assistant Assigned to the Business User
Welcome to Board.Vision Tutorials. In this tutorial, we will walk you through the steps to change an Executive Assistant assigned to the Business User.  ...
Fri, 25 Jul, 2025 at 9:55 AM
6c. How to Remove an Executive Assistant Assigned to the Business User
Welcome to Board.Vision Tutorials. In this tutorial, we will walk you through the steps to remove an Executive Assistant assigned to the Business User.  ...
Fri, 25 Jul, 2025 at 9:56 AM
7. How to Delete a Draft / Invitation Sent / Invitation Expired User
Welcome to Board.Vision Tutorials. In this tutorial, we will walk you through the steps to delete a Draft / Invitation Sent / Invitation Expired user. I...
Fri, 25 Jul, 2025 at 9:56 AM