To share documents with your auditors in BoardPro, you can grant them access through your People List and assign Read-only access. This ensures auditors have secure, read-only access to all documents in your account.
Add the auditor to your People List
Navigate to People in the left-hand menu.
Select Add person.
Enter the auditor’s details.
Ensure the Board Member box is unticked.
Set the Access level to Board Member.
This provides the auditor with read-only access to all meeting information in the account, both past and present. The auditor will not appear as an attendee or be invited to past meetings.
Send the invitation
Send the invitation to the auditor. Once the auditor accepts the invitation, they will be able to read and view the minutes and documents for all meetings.
Note: Once you add someone to your People List, they will appear by default on the attendee list of any new future meetings. You may need to remove them from the attendee list of those meetings.