Manage the tenure of your current Board members directly within BoardPro so you can stay on top of Board member terms.
Where to find it
Navigate to People from the left-hand menu.
Click the Board/Committee Profile tab at the top of the page.
This page is automatically populated with information from your current Board members, so you can begin updating tenure details immediately.
Add start and end dates
You have the option to enter:
Start dates
Add the date each Board member began their term.
When you add a start date, the person will appear in board meetings as a Board member from that date onwards.
End dates
Add the date their term is expected to finish.
Adding an end date does not affect how this person appears in board meetings.
Note: The end date will not automatically update or remove a Board member from the People list. An administrator must update this manually if required.
Both fields are optional.
Important notes
If a person is added to the People list only (without a Board Profile start date), they will show as the role they were added as (for example, Board member).
If a start date is later added in Board/Committee Profile, it takes priority. The individual will only appear as a Board member in documents from that date forward.
End dates only generate notifications. They do not change how someone appears after the date passes.
Any changes made to the Board profile are recorded in the Change log within People.
Notifications
Administrators receive automatic reminders of tenure end dates. You can adjust these under Manage Notifications.
If you add an end date for a Board member, the nominated administrator will receive:
A reminder 6 weeks before the end date
A reminder 1 day before the end date
To customise these alerts, click Manage Notifications and adjust the settings as needed.
What’s next?
We are continuing to enhance this feature. Further updates and improvements will be released over time.
