Board Members
Can I set up Board Profiles for them?
It is not possible to set up Board Profiles before sending the Invitation. My Board View is designed to allow you to access all of your Boards in one central place, with one log-in. What connects those various Boards to the user is the user's email ...How to set up your Board Configuration
Click "Board Configurations" to manage key information about your board, like your board's name, term details, and key skills and qualifications for your board members. Use the pencil icon next to Board Name or Term Details to make changes to make ...How to record skills for your board members
It is important to record the different skills and qualifications for each of your board members. It's a great way to easily see where your board is strong, or identify any skill gaps to plan board training, or look for additional board members. My ...How to create or connect to other boards in My Board View
It is important to see the board you serve on, but what if you serve on more than one nonprofit board? With My Board View, you can create new boards, or connect to other boards you serve on. Creating a New Board Click "Manage Boards" to see a list of ...How to record term history for your board members
It is important to record the term history for each member of your organization's board. To record the term history for someone on your board, click "Board Members," then click a board member's name to open their profile. In the board member's ...How to set your profile picture
To manage your user profile and add a profile picture, click your name in the top-right corner. That opens your profile. Click the pencil icon to edit your profile. To set your profile picture, click the avatar image, then click "Browse" to upload ...How to invite and manage board members
Your Board Members' profiles store all the information about each Board Member: their name, position, term history, and more. This article describes how to invite new board members, and how to edit board members' profiles. Inviting New Board Members ...
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