Board Manager - User Management (Adding & Deleting Users)

Geeta Nagpal
Geeta Nagpal
  • Updated

From the dashboard, locate the Settings Icon in the right hand corner. Select User Management 

Click the Add User button. 

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To delete a user, click the trash icon confirm deletion of the account:

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Value Explanation
Username enter a desired name used to login (applies only to those customers who are forms based accounts)
eScribe User Drop down will populate existing user accounts if connected to eScribe Meeting Management.
user type Will populate Forms and ADFS/Azure AD
Email User's email which is used to confirm a new account and a temporary password issued.
Name User's name displayed throughout Board Manager.
User Role

Users within Board Manager maybe either a Admin (equivalent to eSCRIBE Administrator in the Meeting Management module) or a user who has access granted on specific Boards or Applications. Permissions to the role of Board Admin and Applicant Admin is managed at the Board Level under "Permissions".

Board Manager - Applying Board Admin & Applicant Admin Role Permissions

Password New passwords must be a minimum of 8 characters (case sensitive) and contain at least 1 number and 1 special character (eg: *, %, $, !, ?). Passwords can be reset by an Admin or the user themselves under their user account by selecting " Change Password".

 

Related Articles:

  1. Board Manager - Role Management
  2. Board Manager - Position Management
  3. Board Manager - Board Admin Role
  4. Board Manager - Email Notifications
  5. Board Manager - Adding a Board
  6. Board Manager - Adding a Vacancy
  7. Board Manager - Applying for a Vacancy
  8. Board Manager - Adding an Approved Member to a Board

 

 

 

 

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