Each BoardPro account, board, or committee has its own Organisation Settings page. To access this page, select your account from the All My Boards menu at the top left of the screen.
Once selected, open Settings from the left-hand menu to view and manage your organisation settings.
Important:
Only users with the roles Chair, Administrator, or Board Secretary can edit Organisation Settings.
Your Organisation Settings page is divided into five tabs displayed at the top of the page. By default, the General tab opens first.
General
From the General tab, you can:
Change or update the organisation name (used on Agendas and Minutes)
Add a short name (used within the application interface)
Set the country of operation
Set the organisational language reflected in generated PDFs (Agenda, Board Pack, and Minutes)
Upload or update your organisation’s logo or icon
Quorum & Participation
From the Quorum & Participation tab, you can:
Set your Quorum
Security
From the Security tab, you can:
Enable/Disable Notes and Annotations Destruction Policy
Notifications
From the Notifications tab, you can:
Enable/Disable Automatic Email Reminders for Action Items and Meetings
Meeting Locations
From the Meeting Locations tab, you can:
Add, Edit, or Delete a Meeting Location
Set a default location


