Each board or committee has its own Organisation Settings page, where you can manage settings specific to that board.
To access organisation settings:
Select the board or committee from the All My Boards menu in the top-left corner of the screen.
Select Settings from the left-hand menu.
Important: Only users with the Chair, Administrator, or Board Secretary role can edit organization settings.
The Organisation Settings page contains six tabs. By default, the General tab opens when you access the page.
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
BoardPro AI
AI settings allow you to enable or disable BoardPro AI for all users on your board.
This setting does not apply to users with the Executive Guest role.
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