USER GROUPS

Groups help you manage the people associated with your BoardiGO account. A group is a collection of users within the organization. When a user is added to the BoardiGO organization, he/she can be assigned to multiple groups. Groups help facilitate invitations and limit accessibility to polls, documents, meetings, etc. The proper nomenclature of these groups allows for efficient communication and interaction with the right people concerning a specific topic.

  1. In the left menu of the application, select the User Groups option.

  2. Select the Add User Group button.

  3. Name the group, and describe its purpose if necessary.

  4. Click on Create.

  5. This opens the group dashboard, where you can add users to the group. These users must have a BoardiGO account and be associated with one or more of your organizations.

  6. To add a user, click on the Add User button.

  7. Select the users that will be part of this group and confirm your selection by clicking the Confirm button.

  8. Create as many groups as you need.

  9. To find a specific group within the list of groups, use the search bar to filter the group you are looking for.

    How to use groups: When you are creating a meeting and are at the invitation stage, click the name of the group you want to invite. All users of that group will be added to the meeting invite list.

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