Getting started with Users and Committees

Every user must be assigned to at least one committee in order to access the Boards app. User managers work across the Users module and the Committees module to ensure every user has the correct roles and permissions to access their meeting materials.

How it works

User management has two modules: Users and Committees. This section explains the key features in each module.

Users

The first module, Users, contains all the current Boards users for your organization. Use the Search and Filter options on top of the page to find a user. Users' roles, committee membership, and profile information are displayed on the User management tab. You can add a new user or edit a current user's profile, committee access, and permissions.

Committees

The second module, Committees, contains all the Boards committees for your organization. Use the Search and Filter options on top of the page to find a committee. You can view and edit committee details. You can also add a new committee or remove an existing one.

Find users or committees

You can use the Search and Filter options to find a specific user or committee.

• Search users and committees type the user or committee name in the Search field, and then hit the Enter key on your keyboard. The search results display.

• Filter users and committees select Filter. The Filter panel appears. You can filter users by committee, committee roles, and application roles.

  You can filter committees by committee roles.

Open user or committee details

To view a user's profile, from the Users page, select View on the user's row. Their profile appears in a panel on the right side of the screen.

To open a committee, from the Committees page, select View on the committee's row. The committee details are displayed in the center of the screen, including a list of current members.