Managing your Board Account
For the Administrator, Board Secretary and Chair
By Rajit and 5 others6 authors41 articles
- Add People into BoardProHow and When to Add or Invite People to Your Organisation in BoardPro
- Account OwnerWho is the Account Owner, what they do, 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
- How to Import People from Your Main Board to a CommitteeAdd existing board members to a committee
- FAQs About People in BoardProCommon questions about managing people in 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 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
- What are the supported email features in BoardPro?The types of emails you can send from BoardPro
- Access Roles and Permissions Overview
- 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
- Executive Guest users access and meeting confidentialityExecutive Guest access and confidentiality management in BoardPro
- Can I restrict document access for specific users?Understanding Access Control in BoardPro
- 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 an 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 BoardProThe Interests Register in BoardPro helps organisations manage and track conflicts of interest.
- Add a FolderHow to add a folder to your Governance Documents Repository
- Board Only FoldersSecure sensitive governance documents so only Board Members can access them.
- Electronic SignaturesLearn how your board can sign documents in BoardPro using eSignatures.
- Upload a Document to Governance DocumentsUpload reference documents to 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