Web Application only

User: Add a user
You can only add Users with a Draft/ Invitation Sent/ Invitation Expired Status. To add the User,  1) Login to your Board.Vision portal as an Admin...
Fri, 20 Mar, 2020 at 3:11 PM
User: Edit an Existing User's Details
To edit an existing User's details,   1) Login to your Board.Vision portal as Administrator*. 2) From the left navigation menu, go to Users. ...
Mon, 29 Jun, 2020 at 11:19 PM
User: Delete a User
You can only delete Users with a Draft/Invitation Sent/Invitation Expired Status.   To delete the User,    1) Login to your Board.Vision portal as an Ad...
Tue, 30 Jun, 2020 at 10:01 PM
User Group: Create a New User Group
To create a new User Group,   1) Login to your Board.Vision portal as an Administrator*. 2) From the left navigation menu, go to User Groups. 3) I...
Mon, 29 Jun, 2020 at 11:29 PM
User Group: Add a Member
To add a Member into a User Group,   1) Login to your Board.Vision portal as Administrator*. 2) From the left navigation menu, go to User Groups. ...
Mon, 29 Jun, 2020 at 11:24 PM
User Group: Remove a Member
To remove a Member from User Group,   1) Login to your Board.Vision portal as Administrator*. 2) From the left navigation menu, go to User Groups. ...
Mon, 29 Jun, 2020 at 11:27 PM
User Group: Filter Schedules/Meetings/Resolutions
In the Planning & Scheduling page, you can filter by selecting a User Group from the drop-down list (see red box). Dated: 8 August 2019 Web ...
Mon, 17 Feb, 2020 at 3:31 PM
Planning & Scheduling: Download logs
Step 1 – Select Planning & Scheduling, scroll down to the bottom of the page and click Download Logs button (see red box).         Step 2 – Once ...
Mon, 17 Feb, 2020 at 5:28 PM
Approvals: Offline Decision
Step 1 – In the Approvals page, select Approvals with Pending Outcome status (see red box).  Step 2 – In the Individual Responses page, click a ...
Mon, 17 Feb, 2020 at 5:05 PM
Approvals: Add Remarks
Step 1 – In the Approvals  Page, select your Resolution with a Pending Outcome status (see red box).         Step 2 – Click Close and Resolve (see ...
Mon, 17 Feb, 2020 at 5:07 PM