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PutBoard Help Centre

How-to

Manage Account access

Add Owners, all-board Managers or Billing Managers at the Account level.

Account access can affect several current and future Boards, so it is separate from ordinary Board management.

What to do

  1. Open Account access in the Owner Centre.
  2. Choose the fixed role that matches the person’s responsibility.
  3. Send the invitation and review its status.
  4. Remove or change access when responsibilities change, while preserving the Account’s Primary Owner.

Good to know

  • Board managers cannot grant Account ownership or billing authority.

Related answers

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