Association staff need an invite to access the admin side of your association in Bound. Each invite sets the user's role and permissions, and the user receives an email to accept it and log in.
Send an Invite
In the left sidebar, click Users, then click Send Invite.
Enter the user's First Name, Last Name, and Email. Cell Phone and Work Phone are optional. Then click Proceed to Roles.
Select the user's role, such as Director, then click Proceed to Permissions.
Set the user's permissions:
To give the user full access, click Add All Permissions.
To give limited access, open a category tab, such as Schools, Events, or Officials, and turn on the permissions the user needs.
For details on each category, see Manage association user permissions.
Click the Send tab. Edit the Subject and Body if needed, then click Send Invite.
The user receives an email to accept the invite and log in.
Manage Pending Invites
Pending invites are listed under Invites at the bottom of the Users page, each with its Expiration date.
Click the pencil button next to the invite. From here you can:
Change the Expiration Date, then click Update Invite.
Use the Roles and Permissions tabs to change what the invite grants.
Open the Send tab to send the invite again.
Click Delete Invite to cancel the invite.
NOTE: A deleted invite can't be recovered. To give the person access later, send a new invite.
Manage Association Users
Edit a User
On the Users page, click the pencil button next to the user.
Use the tabs to update the user:
Profile: Edit the name or phone numbers, then click Save User. The Email field can't be edited.
Roles: Select or clear the user's role, then click Save Roles.
Permissions: Change what the user can access. See Manage association user permissions.
Remove a User
On the Users page, click the pencil button next to the user.
On the Profile tab, scroll down and click Remove Access.