FAQs about Access Roles

In BoardPro, six different access levels determine what you can and cannot do. Below is a summary of each role.

Can add and edit meetings, people, and documents in meetings and the Governance Repository. They can also manage Organisational Settings, Votes, Between Meetings, Actions, and Interests.

Administrators can independently create and manage meetings, including generating and finalising board packs. They can add, edit, or delete people in the account directory, manage user access, and send invitations.

Note: If the Administrator is also a Board Member, they can manage Board-only folders.

Full access to all features in BoardPro. They do not need to be a Board Member to manage Board-only folders.

Has the same access as an Administrator.

Note: To view and manage Board-only folders, they must also be a Board Member.

Primarily read-only access. Users can update their own actions and interests.

Note: If they are also marked as a Board Member, they can access Board-only folders and participate in voting.

Can add and edit meetings, add documents, and manage Between Meetings.

They cannot add people, edit actions, or change Organisational Settings.

Highly restricted access. Appears on the agenda and minutes but has no document access. They can update actions assigned to them and view the Meeting Calendar and People List pages.

What determines a Board Member vs a Board Member access level?

A Board Member is a person whose Board Member setting is enabled. They can have any access level except Executive / Guest.

I sit on multiple boards or committees. Can I have a different access level for each?

Yes.

What is a suitable access level for an auditor?

Most boards assign the Board Member access level, as it is read-only.

Can I change my own access level?

No. Only another Administrator, Board Secretary, or Chair can change your access level.

Note: Users with Level One access (Administrators, Chairs, and Board Secretaries) can change their own access level.

Can we customise access roles in BoardPro?

Not at this time. This is being considered.

Is it possible to change a person’s access level from meeting to meeting?

Yes.

What if someone’s position does not match the role title?

Role titles are indicative only. You can assign any access level to any user based on what they need to do in BoardPro.

Can there be more than one Administrator?

Yes, you can assign multiple users to the Administrator role.

How can we request a new or changed role?

You can submit feedback in the Help Centre or lodge a request via the Ideas Portal:
​http://ideas.boardpro.io/

I am an Administrator but cannot manage people in a committee

Committee access is managed separately from the main board. Each committee is a self-contained account.

To manage people in a committee, you must be added to the committee’s People list with an appropriate access level (Administrator, Committee Secretary, or Committee Chair). If you cannot see or manage the committee, ensure you have been granted access within the committee itself.

For more details, see:
​https://help.boardpro.io/en/articles/9811555-creating-and-managing-committees