Managing your Board Account
For the Administrator, Board Secretary and Chair
Access Roles and Permissions OverviewLearn the differences between roles in BoardPro to give each person the right level of access.
How to change someone's roleNeed to Update a User’s Access? Here’s How
Meeting AdministratorUnderstanding the Meeting Administrator Role
Sharing documents with an auditorHow to grant auditors access to your account
Guest users access and meeting confidentialityGuest access and confidentiality management in BoardPro
Can I restrict document access for specific users?Understanding Access Control in BoardPro
Add 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 It
Invite people to BoardProGranting Access to Join Your Board or Committee
My Board Member is ResigningWhat to do when you need to remove someone from your BoardPro account
Import People and Interests into a CommitteeHow to Import People from Your Main Board to a Committee
FAQ's on People in BoardProCommon Questions About Adding People to BoardPro
Manage PeopleHow to Edit or Update a Person's Name, Title, Role, and Status in the Organisation
People Change LogTrack and Review Changes in the People List
People TabManage Access and Roles for Board-Related Activities
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
Update an email address of someone with no login accessUpdating the Email Address of a Pending Invitee
Manage Board Tenure with easeStay on top of Board member terms
Interests RegisterWhat is and where do I find the Interests Register in BoardPro?
Add an InterestHow to add interests for your Board
Close an InterestHow do I set an end date for an interest in BoardPro?
Delete a closed / past interestHow to remove a past/closed interest from your organisation
Edit an InterestHow to update an interest in the Interest Register
The interest register across board and committee accountsHow the interest register works across board and committee accounts
Managing Interests in BoardProRemoving People or Interests from the Interest Register in BoardPro
Add a FolderHow to add a folder to your Governance Documents 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
Manage Sub-Folders in Governance DocumentsHow to create and move one folder into another
Move Documents into FoldersHow to move documents/files into Folders
Rename a folderRenaming a Governance Folder
Electronic SignaturesLearn how your board can sign documents in BoardPro using eSignatures.
Board Annual Work PlanUsing an Annual Plan for your Board
Upload a Document to Governance DocumentsHow to upload papers into the document repository
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 email reminders from BoardPro
Document Downloading and Printing PolicyManage if documents can be downloaded
Meeting LocationsManaging the locations of where your board 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
Vote AutomationHow to set up BoardPro to automatically calculate your vote outcome
Upload your LogoAdd your own Logo and icon to brand the generated documents