Add users to a Managed Progress Board

You can add users to a Managed Progress Board.

Steps

Only Board Admins can add users to a Managed Progress Board

From the Manage Progress Boards page

  1. Select Impact in the left sidebar and choose Progress Boards

  2. You arrive on the Manage Progress Boards page

  3. Scroll down to load all the Progress Boards you have access to

  4. In Cards view: Click Edit in the card for a Progress Board

  5. You arrive on the Edit page in the Basic Information tab

  6. Select the Colleagues tab

  7. In the Members text field: search for the users you want to add and then click Next (Save)

  8. You arrive on the Preferences tab. Click Save & Finish.

From the Board (legacy design)

  1. Select My Apps in the top menu

  2. Place your mouse over the Boards button

  3. A list of Boards appears

  4. Scroll down and select the Board you want to add people to

  5. You arrive on the Board’s page

  6. Select the About toggle

  7. The Colleagues box will appear

  8. Press the Add New button in the box

  9. A popup launches in which you can add the names of new users

  10. Press save

  11. The popup closes and the newly added users will receive an email telling them that they now have access to this board at the permission level you chose; either Board Admins or Board Colleagues

From the Colleagues tab on the Edit Board page