Help

Users

This page lists everyone who can sign in to your organisation, plus anyone you've invited who hasn't accepted yet. Use it to control who has access and what they can do.

Roles and scope

Every user has a role: Owner, Admin, Manager, Editor or Viewer. Owner is set only when the organisation is first created; it's never handed out through an invite. Owner and Admin can invite new users and edit anyone's role, name, scope or active status.

Each user also has a scope level (Organisation, Division, Region, Site, Area, Zone or Channel) recorded against their account, alongside whether they're Active or Inactive.

Inviting a user

  1. Click Invite user (Owner and Admin only).
  2. Enter their email address and choose a role. Owner isn't offered, since it can only be set at registration.
  3. Click Send invite. They receive an email invitation.

Invites you've sent that haven't been accepted appear in the Pending invites table below, showing when they were sent and when they expire. Click Revoke to cancel an invite before it's accepted.

Editing a user

Click the pencil icon next to a user to change their display name, role, scope level, or to make them Active or Inactive.

NowBoard Operator App

The Update from your phone card gives front-line staff a link (and a QR code on the full-size version of the card) to sign in to the NowBoard Operator App on their own phone, where they can check today's schedule and announcements. Copy the link with the button next to it, or open it in a new window.