Guide · Account Management

How to Add and Manage Board Members

Step-by-step instructions for adding new board members, managing roles, creating committees, and handling member deactivation in Dafira.

8 min read All guides

01

How to Invite New Board Members

Follow these steps to send an invitation to a new board member:

Inviting a new board member
  1. Click the '+' icon in the top navigation bar
  2. Select 'Invite Member' from the dropdown menu
  3. Fill in the member's email address in the invitation form
  4. Choose their role from Admin, Member, or Observer
  5. Set their mandate duration (optional)
  6. Click the blue 'Send Invitation' button

What Happens Next?

1. The invited member receives an email with a registration link

2. They click the link and create their password

3. Once registered, they can immediately access their board materials

02

How to Change Member Roles

Need to update a member's permissions? Here's how to change their role:

Changing member roles
  1. Click on 'Members' in the left sidebar
  2. Find the member in the list and click their name
  3. Click the 'Edit Role' button next to their current role
  4. Select the new role from the dropdown menu
  5. Click 'Save Changes' to confirm

Available Roles

Admin

  • Create content
  • Manage members
  • Full access

Member

  • View content
  • Add comments
  • Vote on items

Observer

  • View content
  • Limited access
  • No editing

03

How to Create a Committee

Organize your board members into committees with these steps:

Creating a committee
  1. Click 'Groups' in the left sidebar
  2. Click the blue '+ New Group' button
  3. Enter a name for your group/committee
  4. Add a description to help identify the group's purpose
  5. Click 'Next' to proceed to member selection
  6. Check the boxes next to members to add them
  7. Toggle 'Historical Access' if needed
  8. Click 'Create Group' to finish

Quick Actions

Edit Committee

Click the committee name > Edit button > Make changes > Save

Delete Committee

Click the committee name > Settings > Delete > Confirm

04

How to Deactivate a Member

When a board member leaves, follow these steps to deactivate their account:

Deactivating a member
  1. Navigate to 'Members' in the left sidebar
  2. Click the member's name to open their profile
  3. Click the 'Deactivate' button in the top right
  4. Select a deactivation date in the calendar
  5. Add a reason for deactivation (optional)
  6. Click 'Confirm Deactivation'

What Happens After Deactivation?

Member loses access on the specified date

Their comments and annotations remain visible

Their account can be reactivated if needed

Quick Reference

Common Tasks

  • Invite member: + > Invite Member
  • Change role: Members > Name > Edit Role
  • Create committee: Groups > + New Group
  • Deactivate: Members > Name > Deactivate

Keyboard Shortcuts

  • Open member list: M
  • New invitation: N + I
  • Open groups: G

Need Help?

Our support team is available 24/7 to assist you with member management.

Contact Support View All Guides