A Board Only folder can be created when only documents are restricted to Board Members.
Who can add one?
Chairs and Board Secretaries can create the folders and add documents.
Administrators who are board members can manage these folders.
Who has access?
Board Members (regardless of their access levels), Chairs and Board Secretaries.
Things to note with a Board Only Folder:
Only people with a tick in their Board Member box can see or access a Board Only folder. See Managing People to set a person as a Board Member.
Once a Board Only Folder is created, it cannot be accessed by anyone who is NOT a Board Member (this includes Administrators unless they are also listed as Board Members on the People List page).
A file/document that is inside a Board Only Folder cannot be uploaded into an agenda.
Sub-folders of restricted folders are also restricted.
How to Restrict a New Folder
Open your Governance Documents folders from your Documents menu on the left-hand side.
Click Add New Folder
Add a Folder name, then tick the 'Board Only' box and click Add Folder.
When the folder is created, a lock will be beside the title, showing it is restricted.
On the right-hand side, under the context menu, there is the option to un-restrict this folder.
How to Restrict an Existing Folder
Click the three dots to the right of the folder you want to restrict and select Restrict.
Useful links:
Roles and Permissions
Add a Folder