Once a user has been invited into an OnBoard Organization, the Administrator has a little bit of access to what can appear inside that person's profile. However, in the interest of security, the OnBoard Administrator will not be able to set up or change personal information, or information relating to the authentication process. These fields include: First Name, Middle Name, Last Name, Email Address (OnBoard ID), Password, or linked accounts. (Note: If you make a typo mistake on any of these fields during the invitation process, they will either need to be corrected by the invitee after they've accepted the invitation - or they will need to be deleted from your organization and re-invited.)
To make changes to another user's basic profile information, navigate into the Directory and click on the user's name you wish to edit. Their profile will appear on screen.
From here, simply click the Edit Details button on any of the blocks of information you wish to change.
You can also switch to the SETTINGS tab at the top of the page and enable a few options, such as the Notification Email Preference for this user.
Comments
7 comments
This feature will be extremely limiting for us. Our directors are either retired and have very little computer expertise (for example uploading a photo, creating a gmail account, etc.) or are employed full-time at another business and have limited time to devote to director duties. It would be very helpful if they could enlist an Administrator's help to create, update, or maintain their profile.
I agree with Allison, I would love to be able to enter most of the information for our board members, but allow them to make certain changes. Similar to the way our current Employee Portal functions,
I agree. My directors will NOT be able to do this. They are simply not computer savvy enough to do this. I will get several phone calls from each of them. I could save time by creating their profiles for them. Also, for security reasons, I do NOT want my directors to input their personal emails for receipt of credit union correspondence. I want them to use our corporate email address for security reasons. With them creating their own profile, I have no control over which email address they use.
Hello! I have opened a ticket for each of you regarding this request, and submitted as a Product Change Request for review. Thank you for your feedback!
I agree! Will this be a product change for all users?
I agree with Allison, great idea.
Hello everyone! I have created a post concerning this request in our Community, under 'OnBoard Feature Requests'.
You can find the post here- https://help.passageways.com/hc/communities/public/questions/201279300-OnBoard-Administrator-ability-to-set-up-and-edit-directors-profiles-
Please feel free to add comments and/or vote up or down the post.
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