How to Add a Member to an Existing User Group

Welcome to Board.Vision Tutorials. In this tutorial, we will walk you through the steps to add a member to an existing User Group.

Important Note: Board.Vision web app is supported on Google Chrome (version 65.0 and later) and Microsoft Edge (version 87.0 and later).

To add a member to an existing user group: 

1) Log in to your Board.Vision account using your registered email address and password. 

2) From the left navigation menu, go to User Groups, and click on the User Group Name. 

3) Scroll down to the Members section and click on Add Member. 

4) On the "Add Member" pop-up window, enter an existing Business User’s Name, Member Role, and Joining Date. 

5) Then, select the following options:

a) Select how you would like to notify — via Email and/or Push Notification.

b) Under the Notify Members & Executive Assistants section, choose the Business User and his/her PAs if you wish to notify them.

Finally, click Confirm.

You have successfully added a member to an existing user group.

To learn how to remove a member from an existing user group, please check here.

If you face any issues, please reach out to our Board.Vision Customer Success Team at support@board.vision or +65 6909 7100 and we will be happy to help. p. 

Our hotline operating hours are from Mondays to Fridays 9:00 AM to 6:00 PM SGT (excluding public holidays).