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Administration of your Board/Committee Account
Administration of your Board/Committee Account
For Administrators, Board Secretaries and Chairs
Vicki van Eeghem avatarKim Thibault avatar
By Vicki and 1 other2 authors39 articles

Roles and Permissions


Roles and Permissions Overview
How to change someone's Role

Adding and Supporting People


Account Owner
Adding People into BoardPro
Invite people to BoardPro
Import People and Interests to a Committee
FAQs on People in BoardPro
Managing People
My Board Member is Resigning
People Change Log
People List
Remove Access
Revoke Access
Updating an email address of someone with no login access

Interests Register


Interests Register
Add an Interest
Closing an Interest
Deleting a closed / past interest.
Edit an Interest

Managing Governance Documents and Folders


Board Annual Work Plan
Document FAQ's
Document Security
Upload a Document to the Governance Documents
FAQ's on Folders
Add a Folder
Board Only Folders
Delete a Folder
Managing Sub-Folders in Governance Documents
Moving Documents into Folders
Renaming a Folder

Organisational Settings


Edit Organisation Settings
Automatic Email Reminders
Document Downloading and Printing Policy
Meeting Locations
Notes/Annotations Destruction Policy
Organisational Language
Quorum
Voting Automation
Upload your Logo
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