Members
How do I restrict a member so they can only see committee content?
Last Updated: August 28, 2026The “Committee-Member” role grants a member access only to committees they are a member of. These members will not have any access to any other content, including any board-only or unrestricted content. Add a new committee-only user Navigate to Organization and click on Invite Members. Under the “Role” options, select “Committee Member.” This user will…
How do I add a member to a committee?
Last Updated: August 28, 2026Adding a current member to a committee is easy. Navigate to Committees and click “Current Committees.” Locate the committee you wish to add the member to and click “View.” On the committee page click on “Add Member.” Select the member you wish to add from the drop down. Next, select a role for the member’s…
How can I view and edit members?
Last Updated: August 28, 2026Managing Members Made Easy Ready to manage your team? Here’s a quick guide to viewing and editing your members. Note: Editing capabilities and view options may vary based on your organization and role. For assistance, please contact your BoardSite administrator. To view and edit members, click Members on the Navigation Menu and then select Current…
How do I remove a member?
Last Updated: August 28, 2026Looking to clean up your member list? Here’s how to remove a user quickly and easily. From the Navigation Menu, click on Members, then select Current Members. You’ll see a list of All Users. To manage each member, you have two options to access their profile. Find the user you want to remove. Option 1:…
How do I add new members?
Last Updated: August 28, 2026Ready to add some new team members? To add a new member, click Members on the Navigation Menu and choose Invite Members. Here, you can enter the new member’s name, email, and assign their role within the organization. You’ll also have the option to send a welcome email. Once you’ve filled everything in, click Invite…
How do I send the welcome email?
Last Updated: August 28, 2026Welcome your new members with a welcome email. There are two easy ways to send the welcome email to members: Option 1: Sending the Welcome Email While Adding New MembersWhen you add new members, you’ll have the option to send them a welcome email right away. Option 2: Sending the Welcome Email After Adding New…
How do I manage roles and permissions?
Last Updated: August 28, 2026BoardSite permissions are organized into role templates. Administrators can review each role and, when authorized, control the capabilities assigned to it. Open a role Open Members and select Permissions. Review the available roles, such as Director, Officer, Staff, Committee-Member, Non-Voting, Admin, and Super-Admin. Select Update Permissions beside the role you want to review. Review the…
How do I send and manage private messages?
Last Updated: August 28, 2026BoardSite Messages provides private conversations between BoardSite members. Start a conversation Open Members and select Messages, or use the message icon in the header. Select New Message. Search for and select a member in To. Optionally enter a subject. Enter a message of up to 10,000 characters. Review the recipient and content, then select Send…