Roles are the element used to restrict what some people can do with your board processes in BoardPro.   

You can also find an overview on the People's page -under Access.

The Roles

We have built six common board related roles into BoardPro:

  1. Chairman :  full access to everything in BoardPro.  We could not imagine a chair would want any restrictions on them, so they can do anything.  
  2. Administrator :  90% access to everything in BoardPro.  Usually the product champion and the local, in house expert. Cannot see or access Board Only folders.
  3. Board secretary :  90% access to everything in BoardPro.  This person may or may not be a board member, but is often the one whom tasks are delegated to. Can manage Board Only folders.
  4. Board Member :  light restrictions in place - see the full list below.
  5. Senior Executive :  information restrictions in place - see the full list below
  6. Executive / Guest  :  highly restricted - see the full list below

What is restricted?

The restrictions are in four main areas:

  1. Settings of BoardPro itself
  2. Being able to read and edit the agendas and minutes of meetings
  3. Ability to upload and download the Governance Documents
  4. Being able to read and edit Action items (everyone can always update the status of their action, some can update others as well).  

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