Welcome to your BoardConnect Representative account! You are embarking on a wonderful journey to create lasting connections with members of your community. To get started, we'll cover how to set up your profile, add an organization, and more!

During signup you receive a form to complete that has you select the nonprofit you're a board representative of from a list of nonprofits. Be sure to use your auto-approval code, if you have one, and enter your username, name, email address, and password.

Don't have an auto-approval code? No worries! When you sign up without one, the nonprofit is notified and is responsible for approving your join request as a board representative.

If you didn't find your nonprofit during sign-up, you can always add it!

1. Go to I'm a Nonprofit > Sign Up > Request to Add Your Organization.

2. Fill out the form and click Submit for approval.

3. Once approved, you receive an email with a link to create your organization's Board Representative admin account.

4. Create your account.

5. Fill out the Board Profile.

After you submit your request, it must be approved and published before you start connecting with potential board candidates. You must complete the Board Profile before you can create a board position.

After creating your account, you receive the board profile form. You can set up an auto-approval code to share with other board members so they can join the organization without waiting for approval.

You can edit and personalize information about your board on your profile with the WYSIWYG editor. You can utilize different text options like font color, size, bold, italics, etc. You can insert bullets, links, special characters, etc. Once you've finished personalizing and completing your profile, you can start creating board positions!

1. Go to your Group Admin profile and select Edit Board Information.

2. Select Edit Board Profile > Board Profile.

3. Make all necessary edits and click Save/Update to save your changes.

You can edit your Board Group name from the Edit Board Information area.

1. Go to your Group Admin profile and select Edit Board Information.

2. Select Edit Board Profile > Board Group Name.

3. Change the group name and add a description as necessary.

4. Click Update to save your changes.

As a Group Admin, you can approve, reject, or block join requests. If you approve a member, be sure to return to the Members menu to change their role if you want to change them from a Representative to an Admin or Position Manager.

If your nonprofit has only one board position, the Board Candidates tab automatically lists the candidates in relevance for that position. The candidate list can be further refined with the user of three filters, including, Skills, Causes, and Current Interest Level. By default, the "Actively Seeking" filter is applied. You can search for candidates by name or filter by Agency Fair event.

If the nonprofit has more than one board position or if you're a representative for more than one organization and have multiple board positions, the board positions are listed and you can select board positions to see candidates with relevancy data.

The Open Board Positions tab shows active board positions on a map. Board Representatives can directly see Actively Seeking candidates or Open to Consider candidates here. These can be filtered by causes or skills, position type, donation or time commitment, board size or maturity, nonprofit budget, and location.

If you select a pin on the map, it reveals the board position and nonprofit name. You can select the board position from here or from the list on the right side of the page.

When you select the board position title, the board position page displays additional details about the position and the nonprofit.

When you select one of your active board positions, it displays as it would to a candidate. Here you have the option to "Edit" the position or "See Candidates" in order by their relevancy score.

The Organizations page displays the list of nonprofits and includes their open board positions. This includes the nonprofit's name, location, About Us, open positions, and desired or required skills for that position. Organizations can be filtered by cause, name, location, and distance from that location.