It's simple!

  1. Head to Settings -> Admin -> Switch to the "Board Members" Tab.
  2. Add the email address of your board member under the correct role and select "Send Invitation."
  3. Your board member will receive an invite code to join, and will be able to upload additional contact information for themselves.
  4. Start sending communications between you and your board members! If you are on the Starter or Standard plan, head to the Inbox to send Direct Messages individually or as a group.

Start communicating!

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