BoardConnect Site Admins can manage representatives from the Board Representatives menu. From here you can handle various aspects of the organization, like viewing board representatives and their roles, contacting board representatives directly, or editing the representative's profile when necessary.

You can access a Board Representatives user page to visit an organization's homepage, review or edit a board's information, and post new positions.

If you wish to review an organization's homepage:

1. Go to Admin > Board Representatives.

2. Click the logo of a board representative.

3. Click the title of the organization.

4. This opens the organization's homepage.

You have two options for managing and reviewing board groups.

The first option is to go to your Admin Panel and then Groups. This option is best when you need to add nonprofit users, change user roles, and remove users from a group.

From the Groups area, you can update the Group name, add a Group image, and manage group members.

The second option is best for viewing user groups for a nonprofit. For this option, you'll need to assume a user's role first:

1. Go to Admin > Board Representatives.

2. Click the logo for the board representative.

3. Click the gear icon and select Login as this user.

4. Click Board Group Members.

5. From here, you can review the board group members and their roles, and learn more about board role definitions.

If you need to edit board information, you'll need to assume the user's role first:

1. Go to Admin > Board Representatives.

2. Click the logo for the board representative.

3. Click the gear icon and select Login as this user.

4. Select Edit Board Information.

5. Now you can edit the board! When you're done, click Save/Update to finish.

Just so you know, the Nonprofit Admin should be posting new positions themselves; however, you may need to help them if necessary. Here, we have listed the steps for this process, which are more informational, since this is typically the Nonprofit's responsibility. To get started:

1. Go to My Board and select your board. If you aren't an admin for that board, you may have to assume a user's role. To do so, just click on an admin's name and use the gear icon to sign in as them.

3. Click Post New Position.

4. Select from the 21 available position templates by clicking the Post Position button.

5. Review and complete the form, then click Submit to finish. There is a quick summary of each position at the top. You can copy and paste this into the Position Description, then make any edits you want to it as necessary.