Add a board member

A board member is an individual or organization that sits on the board of a BriteCore client. You can add a board member in the Contacts module for informational purposes. A board member can’t access BriteCore modules.

To add a board member, select the desired contact and:

  1. In the Role section, select Add a Role to open the Role dialog box.
  2. In the Role dropdown list, select Board Member.
  3. Select Done to close the dialog box and return to the Role section.
  4. Select Save beneath the Role dropdown list. A Save Completed pop-up window will open. No further information is needed.