Adding users to BoardEffect

You can add users to BoardEffect through the BoardEffect directory. When you add a user, they can access workrooms, view Meeting Books, and receive messages.

Add a single user to BoardEffect

  1. On the BoardEffect home page, from the left navigation pane, select Site Settings.

  2. On the Settings page, from the left navigation, select Manage Users.

  3. On the Manage Users page, select the Manage Users button that appears on the top right.

    The Diligent One Platform Manage users page appears in a new tab.

  4. Select +Add user.

  5. In the Invite new user window that opens, enter the information as described in the following table:

    FieldDescription
    First NameThe first name of the user. The character limit is 40.
    Last NameThe last name of the user. The character limit is 40.

    Login email

    Communication email

    The email addresses of the user. The character limit is 60. Email addresses can include apostrophes.

    The Login email is required as part of the user login credentials.

    The Communication email is a second email option used specifically for receiving notifications. It can be the same email address as the login email or a different email address used for product notifications only.

    Note

    • Email addresses with accents or non-Latin characters are not supported.

    • To change an existing user's email address, contact Soporte técnico.

    Role

    Este es un campo opcional.

    The user's Diligent One system-wide user type (Diligent One Platform user type)

    There is no limit on how many users can be Administradores del sistema for an instance. For more information, see Roles grupales y tipos de usuario en todo el sistema.

    Subscription

    Este es un campo opcional.

    The user's subscription. Subscriptions define the roles a user can be assigned in each Diligent One app. For more information, see Administración de licencias y permisos de suscripción.

    Reports Role

    Este es un campo opcional.

    The user's access to the Reportes app. For more information on roles in Reportes, see Permisos de la aplicación Reportes.

    Note

    The Diligent One Platform database is not synced with the Reportes app.

  6. Select Send invitation.

  7. Activate the user.

    For more information, see Activating a BoardEffect user.

Add multiple users to BoardEffect

You can add users in bulk with the bulk add feature.

  1. On the Diligent One Platform Manage users page, select Bulk add.

  2. On the Bulk Add Users page, select Download .xlsx Template.

    The template is downloaded to your local machine as Bulk Add User template.xslx.

  3. Open the template.

  4. In the Bulk Add User sheet, enter the details as described in the following table:

    FieldDescription
    E-mail

    The email address of each user to be added. The character limit is 60. Email addresses can include apostrophes.

    Note

    • Email addresses with accents or non-Latin characters are not supported.

    • To change an existing user's email address, contact Soporte técnico.

    First NameThe first name of each user. The character limit is 40.
    Last NameThe last name of each user. The character limit is 40.
    Launchpad Role

    Este es un campo opcional.

    The users' Diligent One system-wide user type (Diligent One Platform user type)

    There is no limit on how many users can be Administradores del sistema for an instance. For more information, see Roles grupales y tipos de usuario en todo el sistema.

    Subscription

    Este es un campo opcional.

    The users' subscriptions. Subscriptions define the roles a user can be assigned in each Diligent One app. For more information, see Administración de licencias y permisos de suscripción.

    Reports Role

    Este es un campo opcional.

    The users' access to the Reportes app. For more information on roles in Reportes, see Permisos de la aplicación Reportes.

    Note

    The Diligent One Platform database is not synced with the Reportes app.

  5. Save the file.
  6. Upload the file in one of the following ways:
    • Drag and drop the file into the browser.
    • Select Choose files, locate and select the saved file, and select Open.

      Note

      • Only one template can be uploaded. If a Administrador del sistema uploads another template, the previously uploaded template is overwritten. The uploaded template is visible to all Administradores del sistema.

      • Special characters and spaces in the file name are not supported. They get replaced by underscores.

  7. Select Add Users.

  8. Activate the users.

    For more information, see Activating a BoardEffect user.