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Assign board roles in the board tool

- when there is no bank connected through Unioo

Katrine avatar
Written by Katrine
Updated over a month ago

You can add board members and freely assign/change their roles when you have created a club in Unioo without a bank connection.

All of this takes place under "Settings" in the menu on the left when you're logged in to your account:

Assign/change roles

When board members are invited to create an account, you can already assign them a role at this stage. However, all board members can freely change their own roles under "Your roles" in the menu:

IMPORTANT! If the club was created in Unioo through a bank, changes to the role distribution must be done via a report. Read more about this here.

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