Creating a new user
User managers can add new users, then authorize their Boards account.
Note
Before adding a user to the Boards app, they must have access to the Diligent One-Plattform. Your organization's System Administrator manages access to Diligent One-Plattform. For more information, see Adding and managing users.
Add a user
This section describes how to add new users to the Boards app.
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Select Users in the Navigation panel.
You are taken to the Users page.
A list of the current Boards users is displayed.
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Select Add user on top of the page.
The Add user panel appears. The Add user panel displays a list of users in your organization with access to the Diligent One-Plattform.
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Select the radio button next to a user's name.
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Select Continue.
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Select the Committee dropdown menu.
A list of committees is displayed.
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Select a committee from the list.
The user is added to the committee.
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Select the checkbox next to one or more Roles. For more information, see Roles and permissions in Boards.
The user is assigned this role in the committee.
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Select Continue.
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Optional: you can assign the user an application-level manager role.
Select the checkbox next to one or more application-level roles to assign them to the user, and then select Continue.
You return to the Users page.
Authorize a user
For security, you cannot authorize a user you create. Another User manager must authorize new users before they can access the Boards app. This section describes how to authorize a user.
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From the Users page, select the User authorization tab.
A list of users awaiting authorization is displayed.
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Select Approve to authorize a user's account.
Once authorized, the user's profile is visible on the User management tab.
Note
You cannot authorize any users you create. The Approve button appears in read-only mode next to the users you added to the Boards app. Another User manager must authorize these users' accounts. Contact your Client Account Manager or Support for assistance.
