Each BoardPro account, board, or committee has a separate Organisation settings page. Please select your account from the All My Boards menu at the top left to access this page.
Once you have selected your account, your Organisation settings page will appear in the left-hand menu. You can view and manage your Organisation settings from this page. Please note that only the roles 'Chair, Administrator and Board Secretary' can edit Organisation Settings
Your Organisation Settings page is divided into six tabs that you can select from the top of that page. By default, your General Settings tab is displayed.
On your General tab, you can do the following:
Change or update the name of the company (used on Agendas and Minutes)
Add a short name (used on the Application Interface),
Set the country of operation
Set the Organisational Language reflected in the PDFs (Agenda, Board Pack and Minutes) that BoardPro generates.
Add your organisation's logo or icon.
On your Quorum & Participation tab, you can do the following:
Set your Quorum
On your Security tab, you can do the following:
Disable Downloading and Printing of documents
Enable/Disable Notes and Annotations Destruction Policy
On your Notifications tab, you can do the following:
Enable/Disable Automatic Email Reminders for Action Items and Meetings
On your Meeting Locations tab, you can do the following:
Add, Edit, or Delete a Meeting Location
Set a default location
On your Committees tab, you can do the following:
Create and manage committees for this account