Administration of your Board/Committee Account

For Administrators, Board Secretaries and Chairs

39 articles in this collection
Written by Kim Thibault and Vicki van Eeghem

Roles and Permissions

Roles and Permissions Overview

Learn what each role can and cannot do in BoardPro so that you can give people the correct level of access they need.

Written by Kim Thibault
Updated over a week ago

How to change someone's Role

Learn how to change the level of access someone has in BoardPro

Written by Kim Thibault
Updated over a week ago

Adding and Supporting People

Account Owner

What is an Account Owner and how to change if required

Written by Vicki van Eeghem
Updated over a week ago

Adding People into BoardPro

How and when to add or invite people to your organisation in BoardPro

Written by Kim Thibault
Updated over a week ago

Invite people to BoardPro

How to grant access to join your board or committee

Written by Kim Thibault
Updated over a week ago

Import People and Interests to a Committee

How to import people from your main board to a committee

Written by Vicki van Eeghem
Updated over a week ago

FAQs on People in BoardPro

Common questions related to adding people into BoardPro

Written by Kim Thibault
Updated over a week ago

Managing People

How to edit and update a person's name, title, role and status within the organisation

Written by Vicki van Eeghem
Updated over a week ago

My Board Member is Resigning

What to do when a person resigns from your organisation

Written by Vicki van Eeghem
Updated over a week ago

People Change Log

Review changes made to the People List

Written by Kim Thibault
Updated over a week ago

People List

Where to add and manage who has access

Written by Vicki van Eeghem
Updated over a week ago

Remove Access

How to change or update the access for a member in BoardPro

Written by Vicki van Eeghem
Updated over a week ago

Revoke Access

How to change or update the access for a member in BoardPro

Written by Vicki van Eeghem
Updated over a week ago

Updating an email address of someone with no login access

How to change an email address for someone who has not yet been invited.

Written by Vicki van Eeghem
Updated over a week ago

Interests Register

Interests Register

What is and where do I find the Interests Register in BoardPro?

Written by Vicki van Eeghem
Updated over a week ago

Add an Interest

How to add interests to the Interests Register

Written by Vicki van Eeghem
Updated over a week ago

Closing an Interest

How do I set an end date for an interest in BoardPro?

Written by Vicki van Eeghem
Updated this week

Deleting a closed / past interest.

How to remove a past/closed interest from your organisation

Written by Vicki van Eeghem
Updated over a week ago

Edit an Interest

How to update an interest in the Interest Register

Written by Vicki van Eeghem
Updated this week

Managing Governance Documents and Folders

Board Annual Work Plan

Using an Annual Plan for your Board

Written by Kim Thibault
Updated over a week ago

Document FAQ's

Common questions on documents in BoardPro

Written by Kim Thibault
Updated over a week ago

Document Security

How secure are documents hosted in BoardPro?

Written by Kim Thibault
Updated over a week ago

Upload a Document to the Governance Documents

How to upload papers into the Governance Repository

Written by Vicki van Eeghem
Updated this week

FAQ's on Folders

Common questions about folders in the Governance Documents

Written by Kim Thibault
Updated over a week ago

Add a Folder

How to add a folder to your Governance Repository

Written by Vicki van Eeghem
Updated over a week ago

Board Only Folders

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

Written by Kim Thibault
Updated over a week ago

Delete a Folder

How to delete a folder in Governance Documents

Written by Vicki van Eeghem
Updated over a week ago

Managing Sub-Folders in Governance Documents

How to create and move one folder into another

Written by Vicki van Eeghem
Updated over a week ago

Moving Documents into Folders

How to move documents/files into Folders

Written by Vicki van Eeghem
Updated over a week ago

Renaming a Folder

How to edit the folder name in Governance Documents

Written by Vicki van Eeghem
Updated over a week ago

Organisational Settings

Edit Organisation Settings

An overview of the Organisation Settings Page

Written by Vicki van Eeghem
Updated over a week ago

Automatic Email Reminders

How to enable/disable or edit your organisation's emails from BoardPro

Written by Vicki van Eeghem
Updated over a week ago

Document Downloading and Printing Policy

Manage if documents can be downloaded

Written by Kim Thibault
Updated over a week ago

Meeting Locations

Managing the locations of where your board meets.

Written by Kim Thibault
Updated over a week ago

Notes/Annotations Destruction Policy

Written by Kim Thibault
Updated over a week ago

Organisational Language

How to set your organisation's language to be reflected in BoardPro PDFs.

Written by Vicki van Eeghem
Updated over a week ago

Quorum

Set the threshold on the minimum number of attendees

Written by Vicki van Eeghem
Updated over a week ago

Voting Automation

How to set up BoardPro to automatically calculate your vote outcome

Written by Vicki van Eeghem
Updated over a week ago

Upload your Logo

Add your own Logo and icon to brand the generated documents

Written by Kim Thibault
Updated over a week ago