How to Create a User Group from Admin Dashboard

Welcome to Board.Vision Tutorials!

In this tutorial, we will walk you through the steps to create a usergroup from Admin Dashboard.

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

To create a usergroup from Admin Dashboard: 

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

2) Click on Admin Dashboard on the 'Company Selection' screen.

3) Go to User Groups from the left menu. Then, click on the Add User Group button.

4) On the 'Add User Group Basic Information' page,

a) Choose the company from the Select Company dropdown list. The dropdown will list all the companies within the same company group.

b) Enter the group Name, Group Type, and Formation Date.

c) Click Next to Add Member.

5) Scroll down to the 'Members' section and click on the Add Member button.

6) On the 'Add Member' pop-up screen, choose a Business User's Name and enter the required Member Role and Joining Date. Then, click on Confirm.

7) Click on the Activate and Notify or Activate button at the top right of the screen.

*Note: If you had selected the Activate button, the users will not be notified via email of his/her addition to a user group.

8) Upon click the Activate and Notify button, a 'Notification' pop-up window will appear. Select the following options:

a) Notify via Email and/or Push Notification.
Note: Push notifications are alerts that pop up on the user's iPad or phone's screen or notification bar.

b) Under the Notify Members and Executive Assistants section, select the Business Users and their PAs if you wish to notify them.

Then, click on Confirm.

You have completed the tutorial on how to create a user group from Admin Dashboard.

If you face any issues in completing the steps shown in this tutorial, 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.

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