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Viewing and Editing Profiles

Profiles allow you to view information about other board or committee members and to manage your own profile details in BoardWorks.

How do I view user profiles?

To view details about other board or committee members:

  1. From the Dashboard, select Profiles from the main navigation menu.

  2. A list of BoardWorks users is displayed.

  3. Find a user by:

    • Selecting a letter to sort by last name, or

    • Using the committee filter to narrow the list

  4. Select the user’s name to view a summary of their profile.

  5. Select View Full Profile to see additional details.

User profiles may include committee membership, contact information, and other details that have been made available.

How do I access and edit my profile?

You can edit your own profile in either of the following ways:

  • Select your name from the user menu in the upper‑right corner of the screen and choose Your Profile, or

  • Open Profiles from the main navigation menu and locate your name in the list

To edit your profile:

  1. Select Edit Profile.

  2. Update the fields you want to change.

  3. Select Save when finished.

Note: Fields displayed in grey are managed by your BoardWorks Administrator.

If changes are needed for those fields, contact your administrator.

Profile information you can update

Depending on your permissions, you may be able to update the following profile fields:

General information

  • Status
    Short status message such as “In the office” or “Traveling”

  • Profile picture

  • Bio

  • Title

  • Company

Contact details

  • Mobile phone

  • Work phone

  • Home country

  • Time zone

Account details

  • Email address (read‑only)

  • Username (read‑only)

Assistant information

  • Assistant’s name

  • Assistant’s phone

  • Assistant’s email (managed by an administrator)

Additional information

  • Other information

  • LinkedIn URL

  • X username

  • Show X feed option

What you can do next

After viewing or updating profiles, you can:

  • Return to the Dashboard

  • Access meetings or documents

  • Continue reviewing board materials

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