Go to BoardPro
All Collections
Administration of your Board/Committee Account
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