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Managing your Board Account

For the Administrator, Board Secretary and Chair

Adding and Supporting People

Adding People into BoardProHow and when to add or invite people to your organisation in BoardPro
Account OwnerWhat is an Account Owner and how to change if required
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
FAQ's on People in BoardProCommon questions related to adding people into BoardPro
Manage 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.
Account Owner - new UIWhat is an Account Owner and How to Change It
My Board Member is Resigning - new UIWhat to do when you need to remove someone from your BoardPro account
Remove Access - new UIHow to change or remove the access for a member in BoardPro
Revoke Access - new UIHow to change or revoke the access for a member in BoardPro
Update an email address of someone with no login access– new UIUpdating the Email Address of a Pending Invitee
People Change Log - new UITrack and Review Changes in the People List
Invite people to BoardPro - new UIGranting Access to Join Your Board or Committee
Add People into BoardPro - new UIHow and When to Add or Invite People to Your Organisation in BoardPro
People Tab - new UIManage Access and Roles for Board-Related Activities
Manage People - new UIHow to Edit or Update a Person's Name, Title, Role, and Status in the Organisation
FAQ's on People in BoardPro - new UICommon Questions About Adding People to BoardPro
Manage Board Tenure with ease - new UIStay on top of Board member terms
Import People and Interests into a Committee - new UIHow to Import People from Your Main Board to a Committee
Managing Governance Documents and Folders

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
Move Documents into Folders - new UIHow to move documents/files into Folders
Delete a Folder - new UIHow to delete a folder in Governance Documents
Add a Folder - new UIHow to add a folder to your Governance Documents Repository
Manage Sub-Folders in Governance Documents - new UIHow to create and move one folder into another
Board Annual Work Plan - new UIUsing an Annual Plan for your Board
Upload a Document to Governance Documents - new UIHow to upload papers into the document repository
Board Only Folders - new UIHow to create a Board Only Folder and who can view it.
Electronic Signatures - New UILearn how your board can sign documents in BoardPro using eSignatures.
How to request a document to be signed - new UIRequest a document to be signed electronically in BoardPro
Rename a folder - new UIRenaming a Governance Folder