BoardPro

Access Roles and Permissions Overview

Need to Update a User’s Access? Here’s How

How to change someone's role

Understanding the Meeting Administrator Role

Meeting Administrator

How to grant auditors access to your account

Sharing documents with an auditor

Executive Guest access and confidentiality management in BoardPro

Executive Guest users access and meeting confidentiality

Can I restrict document access for specific users?

Rajit Theodore

Kim Thibault

Mike Patterson

Roles and Permissions

BoardPro Limited

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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