Getting started with Boardly is simple and fast. First, each user creates an individual account on the platform. Once registered, an administrator can invite them to join your organization's team and create a company user profile for them. After accepting the invitation, administrators can then assign these team members to specific governance groups, like a Board of Directors or a committee, granting them appropriate access to meetings, documents, and other relevant information within Boardly.
Ready to get started? Here's a step-by-step guide to setting up your Boardly account and onboarding your team:
Step 1: Team Member Creates Boardly Account
1. Visit https://app.boardly.co
2. Follow the prompts to create your free Boardly account.
Step 2: Administrator Invites Team Members
1. Log in to your Boardly account.
2. Click on the Team tab.
3. Click the + Invite User button located in the top right corner.
4. A pop-up window will appear. Here you'll create a Company User Profile for the new team member.
5. Enter the team member's Email. Please note that the email must be associated with an existing Boardly account. If the person you are inviting does not have an existing account, they need to create one first. See Step 1.
6. Complete the user profile by adding the team member's Full Name, Job Title, and Business Unit.
7. Click Send Invitation. An email notification will be sent to the team member.
Step 3: Team Member Accepts the Invitation
1. Log in to your Boardly account.
2. Go to the Invitations tab.
3. Locate the invitation from your administrator and click Accept.
4. Once accepted, you are automatically added to the team.
Step 4: Administrator Gives Access to the Governance Team
1. Go to the Governance tab.
2. Select the relevant governance team (e.g., Board of Directors, Audit Committee), or create one if none in the list.
3. Click on the User Access tab.
4. Click the + User button in the top right corner.
5. In the pop-up window, select the appropriate Member Type.
6. Select the team member you wish to add from the list.
7. Click Add Member.
You're all set! Your team members are now ready to collaborate on Boardly.
