Using the directory to manage BoardEffect users

The Directory includes a list of all users who have a BoardEffect account. Use the Directory to add a new user, edit a user's profile, or deactivate an account.

On the BoardEffect home page, on the left-side Navigation Bar, select Directory . A list of user group options display based on Boards and Committees or workrooms.
To search for a user, select the Everybody group, then type the user's first or last name in the search field. Alternatively, select Advanced Search.
To edit the user's profile, select the Options icon on the user's row, then select Edit Profile from the menu. The Editing dialog opens.
To add or edit the user's details, select the relevant tab:
- Settings: Edit the user's account information, including their name, login, role, time zone, and subscription to the Daily Digest email updates.
- Contact: Add the user's company, personal, or alternate contact information. To expand a section, select the down arrow on the right of the section.
Note

You can add multiple email addresses by separating them with a comma in Alternate Contact Information section.
- Workrooms: Assign or remove user to a workroom. A list of the available workrooms is available on the Workroom dropdown menu.
- Term Info: Enter the amount of time the user can access a workroom. On the Officer Role dropdown menu, you can add an officer role for the term, such as Secretary or Treasurer.
- Additional: Enter the user's demographics, select custom fields, and add user categories, such as Board Member, Committee Chair or Staff.
Note

The user category does not change the user's permissions or settings. Use the user category to sort the directory.
- Integrations: Enable a connection with third-party applications, such as GoToMeeting. A list of compatible applications is displayed. Select the +Connect link to create a new integration.
- More: Upload a photo or resume to user profile.
To save your changes, select Save. Alternatively, to discard your changes, select Close.