Profiles
Profiles serves as the user directory in BoardWorks and provides access to user information across the platform.
Users can:
View the profiles of other users
View and manage their own profile information
Each user profile includes basic information such as:
Username
First name
Last name
Email address
Additional profile information can be added or updated by either an administrator or the user, depending on permissions.
Viewing and editing profiles
To locate and view an individual profile, administrators can filter the user list using one of the following methods:
Select the first letter of the user’s last name
Use the Filter by Committee option
Once the list is filtered, select a user from the results list on the left. The selected user’s profile details are displayed on the right side of the screen.
To edit a profile, select View Full Profile. From there, administrators or the user can update profile information as needed.
Editing a profile
Once the profile page is displayed, select Edit Profile to make changes to an individual’s profile.
Some profile information is required for BoardWorks and appears in grey. These fields can be edited only by administrators. Other fields can be entered or updated by either the administrator or the user, depending on permissions.
For details on where specific profile fields are displayed across the platform, see the Platform Matrix.
Profile information fields
The following information can be stored on an individual’s profile:
Basic information
Username (displayed)
First name
Last name
Email address (displayed)
Email address for notifications
Status
Profile picture
Organizational information
Title
Company
Appointment (if implemented)
List of committees (displayed)
Contact details
Mobile phone
Work phone
Home country
Time zone
Additional information
Bio
Assistant’s name
Assistant’s phone
Assistant’s email
Links provided for:
LinkedIn
X
Note: When an Assistant’s Email is entered on a user’s profile, the assistant will receive the same notifications as the individual to whom the profile belongs.
When finished, click Save, Clear All, or Cancel
