Managing your Board Account
For the Administrator, Board Secretary and Chair
Account OwnerWhat is an Account Owner and how to change if required
Adding People into BoardProHow and when to add or invite people to your organisation in BoardPro
Invite people to BoardProHow to grant access to join your board or committee
Import People and Interests to a CommitteeHow to import people from your main board to a committee
FAQs on People in BoardProCommon questions related to adding people into BoardPro
Managing PeopleHow to edit and update a person's name, title, role and status within the organisation
My Board Member is ResigningWhat to do when you need to remove someone from your BoardPro account
People Change LogReview changes made to the People List
People ListWhere to add and manage who has access
Remove AccessHow to change or remove the access for a member in BoardPro
Revoke AccessHow to change or revoke the access for a member in BoardPro
Updating an email address of someone with no login accessHow to change an email address for someone who has not yet been invited.
Interests RegisterWhat is and where do I find the Interests Register in BoardPro?
Add an InterestHow to add interests to the Interests Register
Closing an InterestHow do I set an end date for an interest in BoardPro?
Deleting a closed / past interest.How to remove a past/closed interest from your organisation
Edit an InterestHow to update an interest in the Interest Register
Board Annual Work PlanUsing an Annual Plan for your Board
Upload a Document to Governance DocumentsHow to upload papers into the document repository
Add a FolderHow to add a folder to your Governance Repository
Board Only FoldersHow to create a Board Only Folder and who can view it.
Delete a FolderHow to delete a folder in Governance Documents
Managing Sub-Folders in Governance DocumentsHow to create and move one folder into another
Moving Documents into FoldersHow to move documents/files into Folders
Renaming a FolderHow to edit the folder name in Governance Documents
Electronic SignaturesLearn how your board can sign documents in BoardPro using eSignatures
How to request a document to be signedRequest a document to be signed electronically in BoardPro
Edit Organisation SettingsAn overview of the Organisation Settings Page
Automatic Email RemindersHow to enable/disable or edit your organisation's emails from BoardPro
Document Downloading and Printing PolicyManage if documents can be downloaded
Meeting LocationsManaging the locations of where your board regularly meets.
Notes/Annotations Destruction Policy
Organisational LanguageHow to set your organisation's language to be reflected in BoardPro PDFs.
QuorumSet the threshold on the minimum number of attendees
Voting AutomationHow to set up BoardPro to automatically calculate your vote outcome
Upload your LogoAdd your own Logo and icon to brand the generated documents