How to set the user assignment method in Boardly

Access the company global page

1. From any Boardly page, locate your profile picture at the top right of the navigation bar.
2. Click on your profile picture to open the dropdown menu.
3. In the dropdown menu, click on your company name.

For more details, check our guide on the company global view.

Steps to modify the assignment method

1. On the company global page, click on the "Edit" button in the Actions section.
2. A modal window will open, displaying the company settings.
3. Locate the "User Definition Method" field.
4. Choose between the two available options:
   • Declarative: Users connecting with the same domain as the company will be automatically attached.
   • Manual: You will define yourself which users to invite to the company.
5. After making your choice, click "Save changes".

Implications of assignment methods

After modification

Once the assignment method has been modified:

• The changes are effective immediately
• For the declarative method: new users will be automatically added upon their first connection
• For the manual method: you will need to manually invite new users