Skip to main content

Guest users access and meeting confidentiality

Guest access and confidentiality management in BoardPro

Rajit Theodore avatar
Written by Rajit Theodore
Updated this week

BoardPro ensures role-based access control to maintain the confidentiality of sensitive information. Understanding the permissions associated with Guest users and the platform's approach to confidentiality can help you manage access effectively.

What Can Guest Users Access in BoardPro?

Guest users have the most restricted access level in BoardPro, which ensures that they can only interact with a limited set of features:

  1. Meeting Access: Guests can view the dates and times of the meetings they are added to as attendees but cannot access agendas, meeting packs, or minutes.

  2. Action Items: Guests can see and update only the specific action items assigned to them.

  3. Other Accessible Pages: Guests can view the Meeting Calendar and People List pages, ensuring they are informed of scheduled activities without accessing sensitive details.

Document Access for Guest Users

Guest users do not have access to meeting documents, such as board papers or committee folders. Their permissions are strictly limited to action items assigned to them. This ensures that critical documents remain inaccessible to users with lower access rights.

Best Practices for Handling Sensitive Meetings

If a meeting requires confidentiality—such as in scenarios involving conflicts of interest—consider using a Board only folder or managing the discussion outside of BoardPro. This ensures no details of the meeting are visible to unauthorized personnel.

Conclusion

By understanding the access controls for Guest users and the inherent design of BoardPro, you can better navigate the balance between transparency and confidentiality.

Related

Did this answer your question?