BoardPro

Vicki van Eeghem

Rajit Theodore

Kim Thibault

From Emails to Passwords to Technical Stuff 

Frequently Asked Questions 

Learn to make the most of BoardPro with complimentary online training

Live Training Sessions

Complimentary resources to help you to get the most out of BoardPro and making governance easy

BoardPro and Governance Training

Complimentary Training 

Change your Password

Forgot Password

What to do if you have forgotten your password and are locked out

Locked out of your account

Trouble logging in to BoardPro

Easier for frequent users to access BoardPro quickly

Stay Signed in for 30 Days

Login Page and Passwords

FAQs about Access Roles

Access Roles in BoardPro

Add a personalised profile picture to BoardPro

Add your Profile Picture

Update Your Login Email in Just a Few Steps

How to change your Email Address

How to update your name in personal settings

My Name is Spelled Wrong

How to turn on your Multi-Factor Authentication (MFA)

Enable Multi-Factor Authentication (MFA)

How to log in with multi-factor authentication enabled

Log in with Multi-Factor Authentication (MFA)

Steps to recover from a MFA Lockout, Switch MFA methods or Disable MFA

Manage and Prevent MFA Lockouts

Getting started—perfect for anyone new to authenticator apps!

Downloading an Authenticator App (MFA)

Frequently asked questions about using MFA in BoardPro

FAQ's on Multi-Factor Authentication (MFA)

Mitchell Farmer

Mike Patterson

My BoardPro Account

Annotations are available based on the status of the Meeting

When are Annotations available during a Meeting?

Meetings (from Agendas to Minutes)

How to complete your registration with BoardPro

Accept an Invitation from BoardPro

How to troubleshoot if a person is unable to register.

Problems Registering with BoardPro

Supporting People

How to add a Shortcut to BoardPro to your Windows 10 Desktop

Add a BoardPro Shortcut to your Desktop

How to create a link to BoardPro on your iPad or mobile phone.

Add BoardPro to the home screen of your mobile device

BoardPro Security

How to print your Board Pack for the best result.

Print the Board Pack with a mixture of landscape and portrait orientations

Saving an Excel Sheet as a PDF

Technical details to add to your server / firewall to ensure BoardPro email come through

Whitelist the BoardPro email domain

Technical Stuff

A fresh design and smoother experience, while keeping all the familiar features you already know and use

The new BoardPro layout

New Layout

Payment options for BoardPro Subscriptions

Available payment methods

How to update payment details or credit card information in BoardPro

How to update payment details

How do I cancel my BoardPro subscription?

How does BoardPro handle billing for subscription upgrades, downgrades, and renewals?

Upgrades, downgrades, and renewals

Billing

BoardPro Limited

Login to BoardPro

Find answers and get help from Intercom Support and Community Experts

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Customer Portal.

Track the progress of all tickets related to your company.

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

Prototype answer unavailable

I’ve got this page open. Ask me anything about it and I’ll answer from the docs.