Add a user
Administrators can add any user (apart from guests) to any group within the workspace.
Secretaries can add users to the groups that are available to them. They can’t add administrators.
Go to Directory and select Add user.
Type or paste the email address of the user you want to add. You can enter multiple email addresses, separated with a comma or semi-colon.
The first name and last name are populated for you, but you can change them.
You can separate email addresses with a comma or semi-colon. You can paste email addresses copied from Microsoft Excel or Google Calendar. Invalid emails are shown in red - check the format and try again.
3. Select Next. Now, you can set the user's role within each group.
Set a user's role within a group
For each user, select their role for each group. (You don't have to select a role but if you don't, the user won't have access to that group.) For guest users, select No access.
For each user you add, you can assign Member, Secretary, or No access roles for the groups you have access to. Colour-coding is used to indicate the different roles selected.
2. Optionally, to change the name of a group, on the More Options menu next to the group name, select Edit group name.
6. Select Next. Review your selections and the email that will be sent.
7. Select Send invite. The users will receive an email invitation to join iDeals Board.
You can also add, edit, and delete groups here. Select Add new group to create a new group to add the users to. On the More Options menu, select Edit group name or Delete.
Add an administrator or guest user
Administrators can assign users the role of administrator but they can't add them as an administrator straight away. Add the user, assign any role, and then edit the user role. You don't need to wait for them to accept the invite.
Administrators and secretaries can assign the role of guest.
Invite a user by following the steps in Add a user.
Go to Directory and locate the user.
Select the edit icon.
Under Groups and roles, select Administrator or Guest.
Select Guest to assign a user guest status, which means they can join meetings as additional participants but they are not members of a group. Remember, guests can't vote.
5. Select Save changes.
If a user can't find their invite
If the user hasn't received the invitation to iDeals Board, ask them to check their spam folder. The email might have been incorrectly labeled as spam.
Tip
Ask them to type "invited you to join" in their inbox search bar to locate the invitation email.
If they still can't find the invitation mail, resend the invitation.
If the problem persists, email support@idealsboard.com.
If a user can't accept the invite
If a user is trying to accept your invitation, but too much time has passed since the invitation was initially sent, they’ll get a message that the link has expired. In this case, resend the invitation. The user will receive another email with a valid link.
If you need to revoke an invite
If you've invited a user in error, or they no longer need access to iDeals Board, you can revoke an invite as long as they haven't already accepted it.
When you revoke a user invite, the link in the initial invitation email is no longer valid.
See the Revoke a user invite article.