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Board Only Folders

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

Kim Thibault avatar
Written by Kim Thibault
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.

  • Administrator access can create a folder and add documents if they are also a Board Member.

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 viewed by anyone who is NOT a Board Member (this includes Administrator access unless they are also listed as a Board Member 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 Folder

  1. Click Add Folder

  2. Add a title

  3. Tick the box

  4. Add Folder

When the folder is created, there will be a lock beside the title showing that it is restricted. 

  • On the right-hand side, under the context menu, there is the option to un-restrict this folder. 

Useful links:
Roles and Permissions
Add a Folder




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