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How to Add and Manage Board Members

Step-by-step instructions for adding new board members, managing roles, creating committees, and handling member deactivation in Govrn.

1

How to Invite New Board Members

Follow these steps to send an invitation to a new board member:

Inviting a new board member
  • 1
    Click the '+' icon in the top navigation bar
  • 2
    Select 'Invite Member' from the dropdown menu
  • 3
    Fill in the member's email address in the invitation form
  • 4
    Choose their role from Admin, Member, or Observer
  • 5
    Set their mandate duration (optional)
  • 6
    Click the blue 'Send Invitation' button
✨ Pro Tip

💡 You can invite multiple members at once by clicking 'Add Another' before sending the invitations.

What Happens Next?

1. The invited member receives an email with a registration link

2. They click the link and create their password

3. Once registered, they can immediately access their board materials

2

How to Change Member Roles

Need to update a member's permissions? Here's how to change their role:

Changing member roles
  • 1
    Click on 'Members' in the left sidebar
  • 2
    Find the member in the list and click their name
  • 3
    Click the 'Edit Role' button next to their current role
  • 4
    Select the new role from the dropdown menu
  • 5
    Click 'Save Changes' to confirm

Available Roles

👑 Admin

  • • Create content
  • • Manage members
  • • Full access

👥 Member

  • • View content
  • • Add comments
  • • Vote on items

👀 Observer

  • • View content
  • • Limited access
  • • No editing
3

How to Create a Committee

Organize your board members into committees with these steps:

Creating a committee
  • 1
    Click 'Groups' in the left sidebar
  • 2
    Click the blue '+ New Group' button
  • 3
    Enter a name for your group/committee
  • 4
    Add a description to help identify the group's purpose
  • 5
    Click 'Next' to proceed to member selection
  • 6
    Check the boxes next to members to add them
  • 7
    Toggle 'Historical Access' if needed
  • 8
    Click 'Create Group' to finish
✨ Pro Tip

💡 Enable 'Historical Access' to give new committee members access to past documents and discussions.

Quick Actions

✏️ Edit Committee

Click the committee name > Edit button > Make changes > Save

🗑️ Delete Committee

Click the committee name > Settings > Delete > Confirm

4

How to Deactivate a Member

When a board member leaves, follow these steps to deactivate their account:

Deactivating a member
  • 1
    Navigate to 'Members' in the left sidebar
  • 2
    Click the member's name to open their profile
  • 3
    Click the 'Deactivate' button in the top right
  • 4
    Select a deactivation date in the calendar
  • 5
    Add a reason for deactivation (optional)
  • 6
    Click 'Confirm Deactivation'
✨ Pro Tip

⚠️ Before deactivating a member, make sure to transfer ownership of any documents they own to another member.

What Happens After Deactivation?

• Member loses access on the specified date

• Their comments and annotations remain visible

• Their account can be reactivated if needed

Quick Reference

Common Tasks

  • • Invite member: + > Invite Member
  • • Change role: Members > Name > Edit Role
  • • Create committee: Groups > + New Group
  • • Deactivate: Members > Name > Deactivate

Keyboard Shortcuts

  • • Open member list: M
  • • New invitation: N + I
  • • Open groups: G

Need Help?

Our support team is available 24/7 to assist you with member management.

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