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Board Only Folders - new UI

How to create a Board Only Folder and who can view it.

Rajit Theodore avatar
Written by Rajit Theodore
Updated over 3 months ago

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.

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