BoardPro

Vicki van Eeghem

Kim Thibault

For Administrators, Board Secretaries and Chairs 

Administration of your Board/Committee Account

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

Roles and Permissions Overview

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

How to change someone's Role

Roles and Permissions

What is an Account Owner and how to change if required

Account Owner

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

Adding People into BoardPro

How to grant access to join your board or committee

Invite people to BoardPro

How to import people from your main board to a committee

Import People and Interests to a Committee

Common questions related to adding people into BoardPro

FAQs on People in BoardPro

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

Managing People

What to do when a person resigns from your organisation

My Board Member is Resigning

People Change Log

People List

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

Remove Access

Revoke Access

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

Updating an email address of someone with no login access

Adding and Supporting People

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

Interests Register

How to add interests to the Interests Register

Add an Interest

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

Closing an Interest

How to remove a past/closed interest from your organisation

Deleting a closed / past interest.

How to update an interest in the Interest Register

Edit an Interest

Board Annual Work Plan

Common questions on documents in BoardPro

Document FAQ's

How secure are documents hosted in BoardPro?

Document Security

How to upload papers into the Governance Repository

Upload a Document to the Governance Documents

Common questions about folders in the Governance Documents

FAQ's on Folders

How to add a folder to your Governance Repository

Add a Folder

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

Board Only Folders

How to delete a folder in Governance Documents

Delete a Folder

How to create and move one folder into another

Managing Sub-Folders in Governance Documents

Moving Documents into Folders

How to edit the folder name in Governance Documents

Renaming a Folder

Managing Governance Documents and Folders

An overview of the Organisation Settings Page

Edit Organisation Settings

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

Automatic Email Reminders

Document Downloading and Printing Policy

Managing the locations of where your board meets.

Meeting Locations

Notes/Annotations Destruction Policy

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

Organisational Language

Set the threshold on the minimum number of attendees

Quorum

How to set up BoardPro to automatically calculate your vote outcome

Voting Automation

Add your own Logo and icon to brand the generated documents

Upload your Logo

Organisational Settings

BoardPro Limited

Login to BoardPro

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