Getting started

How do I sign up?

Open the signup page, enter your name, email and a password (8–128 characters), and choose an account type. The account is created at once and you can sign in to the app right away. The verification email does not block anything, but a verified email is needed to go beyond the free tier.

Or press Continue with Google or Continue with Microsoft (work and personal Microsoft accounts both work). Choose the account type first: you get that account at once (individual, or a juristic company with the name you typed) with your email already verified; if that email already has an account, the sign-in is linked to it. You can add a password or unlink a provider later in Settings.

LINE is not a way to sign up, but it signs you in once linked: sign in first, open Settings → Sign-in methods and link LINE (one LINE account per BoardMark account). LINE then invites you to add BoardMark as a friend, which LINE notifications on Premium need. From then on Sign in with LINE works on every plan; a LINE account that is not linked gets a "not linked yet" message on the sign-in page — no account is created and nothing is matched by email.

Telegram works the same way as LINE: it is not a way to sign up, and you link it later in Settings → Sign-in methods (one Telegram account per BoardMark account). From then on Sign in with Telegram works on every plan. BoardMark never receives your phone number. A Telegram account that is not linked gets a "not linked yet" message on the sign-in page and no account is created.

Both start free right away, and both can leave the free tier the same way when they need a 3rd project or more than 10 GB of files.

How do I create the first project?

A company admin clicks Create project on the projects dashboard, picks a short project key such as APP, which prefixes every issue (APP-1, APP-2, …), and chooses a board type.

• Scrum — work in sprints, with a backlog planning page
• Kanban — continuous flow starting in a Backlog column
• Delivery pipeline — list your environments in order (such as develop, UAT, production) and the columns are created for you

Under Start with, pick Empty project (the default columns), Import from Jira to bring issues, sprints and comments over from Jira through the Jira Cloud API or a CSV export — see Import from Jira — or Import from another company with a transfer key from that company's admin — see moving a project to another company in Dashboard & My work.

Projects are created in the web app only; AI agents cannot create projects.

The create form shows examples: the name is the full name on the board (such as Marketing Board); the key is 2–10 letters that start every issue key (such as MKT → MKT-1, MKT-2…) and cannot be changed later. The text under the board types follows the one you pick.

How do I invite my team, and can I be in several companies?

In the admin console, company admins invite members by email. Nobody is added to a company automatically — the invited person always accepts it. If the email already has a BoardMark account, the person gets an email with a link to the Invitations page in the app; the invitation appears there once the account's email is verified (a banner on the dashboard shows how many are waiting), and they choose Accept or Decline. Only on Accept do they join the company, with their seat enabled. Someone who is in no company at all (left it, or declined the only invitation) sees the same invitations on the “No company” page right after signing in, with Accept / Decline and Create new company. Any other email gets an invitation email with a signup link; the invitee creates their own account (with the usual personal company of their own), verifies the email and then accepts the invitation under Invitations in the same way. The admin's Invitations tab shows each one as “Waiting for them to accept” or “Declined” (you can invite again). An invitation can be resent 60 seconds after it was last sent. Then give people project access under Members & access.

One account can belong to several companies and switch between them with Switch company in the account menu. Create new company, under Settings → Companies, starts another company (individual or juristic) on the free tier with you as its company admin. An account can create up to 3 companies that are still on the free tier, counting the one from signup — companies ready for paid use (verified email and complete tax profile) don't count. Leave a company you no longer work with yourself under Settings → Companies → Leave (it asks first): you lose access to its projects and teams at once, and a company admin can invite you back. The last company admin makes someone else an admin first; an individual account deletes the account instead.

• On Pro the first 2 seats of every company are always free (Premium bills every seat)
• Free tier: up to 2 users, up to 2 projects and up to 10 GB of files
• Before a 3rd user, a 3rd project or more than 10 GB, verify your email and complete your tax profile — no card needed
• Roles and access are explained in Teams & access

Which languages can I use?

English and Thai, across the site, the app and the admin console. Every screen is entirely in one language. Switch with the language button at the top; the choice is remembered for a year, and links from the site open the app in the same language. Notification emails carry both languages, and tax documents are bilingual.

How do I set my profile picture?

Open Settings and press Change picture. Pick one of four ways, check the preview and press Save.

• Build — a cartoon from face, skin, hair, eyes, brows, mouth, beard, glasses, extras, background and shirt, in Flat or Soft 3D; Shuffle picks one for you
• From a photo — your face is read in the browser, on your device, and turned into a cartoon; the photo is never uploaded or kept, only the cartoon is saved
• Upload — a photo cropped to a circle and made smaller in your browser, so its location and camera details (EXIF/GPS) never leave your device; it is served from a CDN under a link nobody can guess
• Linked account — the picture of a Google or LINE account you linked, copied once into BoardMark (Microsoft sends no picture)

One picture per account: every company you belong to sees the same one — on board cards, the issue drawer, comments, mentions, people pickers and the bell, but not in emails. Without a picture you get a Soft 3D cartoon drawn from your account instead of initials, and Remove my picture takes you back to it at any time. Every plan; web app only — AI agents cannot change a profile picture.

How do I change my name?

Open Settings and press Edit name next to your name. Type the new name (up to 100 characters) and press Save — or Cancel to keep the old one. The new name shows at once in every company you belong to: on boards, in people pickers and in emails sent from now on. Text that already stored your name, such as emails already sent or support-case messages, keeps the old one. Web app only.

How do I connect an AI agent?

Add BoardMark as an MCP server in the AI client you use (Claude Code, Codex, Gemini CLI, Cursor, VS Code and more) and sign in through your browser — or use a personal access token for CI. The full steps, the supported clients and the tool list are on the MCP page (/mcp).

No MCP needed: send the guide for AI agents, https://www.boardmark.ai/agents.md, to ChatGPT, Claude, Gemini or any other AI assistant. This one Markdown file explains what BoardMark is and how to use it step by step, so the assistant can guide you right away.

You can give an agent a role (for example Developer or QA) on its personal access token, or on the approve screen when it connects with OAuth. If an agent moves work out of another role's lane, BoardMark warns it but does not block. See lanes in the boards guide.

Can I delete my account?

Yes — only you, in the web app (AI agents and MCP cannot). Open Settings → Danger zone · delete account. The page checks your companies first: where you are the only company admin, choose one — make someone else admin (you then just leave that company), or close its billing so the company is archived together with your account. Your individual company always has its billing closed and is archived with the account. Companies that have another admin don't block anything — you simply leave them; your issues and comments there stay, and your name shows as plain text.

Then choose how to delete: Keep it for 1 year in case I come back (the default) — the account is suspended, you are signed out on every device, AI agent tokens and MCP connections stop at once, and the data is moved to an archive; it is deleted for good automatically after 1 year, with an email 30 days before. Or Delete for good now — nothing is kept and it cannot be restored; the same email can sign up again right away as a new account. Either way, tax and payment records are kept 5 years, as the law requires.

• You confirm with a 6-digit code sent to your email: it works for 10 minutes and 5 tries, a new code can be requested 2 minutes after the last one, and the new code replaces the old one
• Account security emails — codes, welcome-back links, password reset links and resent verification emails — go out at most once every 2 minutes per account
• Members of a company archived with your account lose access to it and get an email
• Every step sends an email that cannot be turned off: the code, account suspended (with the date it is deleted for good), the 30-day reminder, restored, and deleted for good

Can I come back after deleting my account?

Yes, within 1 year if you chose to keep it. Sign up or sign in (password, Google or Microsoft) with the same email: signing in takes you to Welcome back, and signing up sends a welcome-back email with a link. Confirm with the 6-digit code from the email (or the link), then choose:

• Restore my data — your account and the companies archived with it come back as they were; you see the progress while the data is copied back, and seats are counted again from that day
• Start fresh — type start fresh to delete all the old data for good at once, then begin with a new, empty account on the same email (tax records are still kept 5 years, as the law requires)

Companies you left because another admin ran them do not come back by themselves — their admin can invite you again. Personal access tokens and signed-in apps are not restored; create new ones on the Agent & MCP access page.