Here's a step-by-step guide to setting up your Boardly account and onboarding your team:

Step 1. Create Boardly Account
1. Visit https://app.boardly.co
2. Follow the prompts to create your free Boardly account.
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Step 2. Create Your Organisation in Boardly
1. Once signed in, you'll be prompted to create your Organisation, which represents your company or entity.
2. Enter your Organisation's name and country, then follow the on-screen prompts to complete the setup.
3. After setup, you'll be redirected to the main dashboard, where you can begin creating workspaces for your governance teams.
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‍Step 3: Administrator Sets Up Team Member Profiles
1. Head to Team tab, click the + User button located in the top right corner.
2. A pop-up window will appear. Here you'll create a Company User Profile for the new team member.
3. Enter the team member's Email. Note that the email must be associated with an existing Boardly account. If the person you are adding does not have an existing account, they need to create one first. See Step 1.
4. Complete the user profile by adding the team member's Full Name, Job Title, and Business Unit.
5. Click Save. User has been added.
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Step 4: Create a Workspace
1. Go to the Workspaces tab in the main navigation. Click the + Workspace button in the top right corner.
2. In the pop-up window, Select the appropriate workspace type if applicable, then enter the workspace name (e.g., Board of Directors, Audit Committee, Remuneration Committee).
3. Click Save. Your new workspace will now appear in the list and is ready for team setup and meeting configuration.‍
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‍Step 5: Administrator Gives Access to the Workspace
1. Go to the Workspaces tab. Select the relevant governance team (e.g., Board of Directors, Audit Committee), or create one if none in the list.
2. Click on the Team Access tab.
3. Click the + button in the top right corner.
4. In the pop-up window, select the appropriate Member Type.
5. Select the team member you wish to add from the list. A company profile must be created first before a user can be added to a workspace.
6. Click Save.

You're all set! Your team members are now ready to collaborate on Boardly.‍