Question 1

Security

Accepted Answer

BoardSpot is trusted by thousands of users from around the world, and we don't take that trust lightly. The security of our customers' data is of paramount importance to us. BoardSpot maintains the highest of security practices throughout the entire technology stack and all of our business practices.

Multi-Factor Authentication

Every user has the option to enable Multi-Factor Authentication on their account, ensuring that even in the event that their password were somehow compromised, a bad actor would not be able to log into BoardSpot without also having access to that user's phone.

Password Security

Every user logs into BoardSpot with their own unique email and password combination. Passwords are salted with 64 bits of data, and encrypted with a SHA-512 encryption method. This means that passwords are a one-way process. We can only verify that the password a user enters matches the one stored in the database, and can never retrieve or recover passwords.

HTTPS and HSTS for secure connections

Browser security is of critical importance to ensuring the overall security of BoardSpot, so we enforce a very strict set of requirements on which browsers are allowed to access both the public website and the portal itself. While all modern browsers are supported, this does mean that Internet Explorer, for example, is not allowed to access the website.

BoardSpot ensures that all traffic is encrypted over HTTPS with TLS version 1.2 at a minimum.

We regularly audit the detai

Question 2

What's New?

Accepted Answer

|| Note: This list is not a complete list of all updates.

What's New?

Q: Documents

<hr /> <p>description: &gt;- All board members should familiarize themselves with the organization's governing documents, as well as the committee documents for any committees</p> <h2 id="theyarememberof"> they are member of.</h2> <h1 id="documents">Documents</h1> <p>The documents section of BoardSpot contains the organizations governing documents, grouped into buckets or folders.</p> <p><img src="https://storage.crisp.chat/users/helpdesk/website/c21f0be400f90000/boardspot-documents_ipk2ye.png" alt="" /></p> <p>Click on a document to view or download the document to your device.</p>

October, 2022

Increased the file upload limit to 100MB for every file field
Added lots of improvements to the meeting packet, including
support for the latest PDF features
increased source file sizes to 100MB
increased total aggregate file size to 200MB
Added placeholder pages for any document that doesn't fit the requirements
Fixed bug in dashboard link handling

September, 2022

Improved iCalendar feed support for older versions of Outlook
Lots of theming updates, including
Updated the display of meeting summaries
improvements the handling of long meeting titles
Added options to control who receives meeting invites, when sending emails
Everyone will receive a meeting invite unless one of the following conditions is met:
- The recipient has integrated their calendar
- The recipient has opted out of calendar invitations on their profile
- The sender has opted to not include a calendar invite for every recipient
Add visual indicator to show who will receive a calendar invite
Updated iCalendar feed integration and instructions. Moved calendar integration link from dashboard to the user menu
Added "Add to calendar" links to meetings, with support for Apple, Outlook, Office 365, Google, and Yahoo

April, 2020

Added new billing system
Overhauled notification system
Added Invite all members tool
Minor bug fixes & improvements

Question 3

Committees

Accepted Answer

description: Committees in BoardSpot

Committees

The Committees home page lists each committee, with its next upcoming meeting.‌

Each Committee page provides a summary of the committee members, committee documents, upcoming meetings and the most recent past meetings.\

Question 4

Managing Documents

Accepted Answer

Managing Documents

Creating/Adding a Document Group

Adding a document group to an organization:

Log in as an admin user for the organization.
Click the + button in the bottom right of the application, and select + Document
Fill out the document’s information
Add an individual document by click the Add a document button, and select the document you'd like to upload from your computer.
Repeat step 4 as many times as needed to add multiple documents to the group.
Click Save to create the document.

Adding a Document to a Document Group

Adding a document to a document group that already exists

Log in as an admin user for the organization
Navigate to the document page, and click Edit on the document group to which you'd like to add a document.
Click Add a new document button, and select the document you'd like to upload from your computer.
Repeat step 3 as many times as needed to add multiple documents to the document group.
Click Save to finish added the document to the document group.

Updating a Document Group

Updating a document group in an organization.

Log in as an admin user for the organization.
Navigate to the document page, and click Edit on the document group.
Update the document group as needed.
Click Save to complete the update.

Deleting/Archiving a Document Group

Deleting a document group from an organization will remove the document group permanently.

Log in as an admin u

Question 5

Documents

Accepted Answer

description: >- All board members should familiarize themselves with the organization's governing documents, as well as the committee documents for any committees

they are member of.

Documents

The documents section of BoardSpot contains the organizations governing documents, grouped into buckets or folders.‌

Click on a document to view or download the document to your device.

Question 6

Configuring Permissions

Accepted Answer

|| Note: Role-based permissions is available on the Standard Plan and Enterprise Plan. On the Essentials Plan, all members are able to access every committee, meeting and document uploaded into the organization's portal.

On the Standard and Enterprise Plans, access permissions are configured through a combination of user roles and committee permissions. When a user has access to a committee, they have access to all resources related to that committee, including meetings, committee documents, agendas, minutes, attendances, and votes. If someone does not have access to a committee, they will not be able to access any resource related to that committee. In fact, they will not even see that the committee exists.

When a committee is first created, it is considered to be an "Open Committee". All board and staff have access to open committees. If access needs to be limited to a committee, it can be designated as a "Private Committee". Private committees are only accessible to administrators and members of that committee.

It can be helpful to take a look at the permission system from two different perspectives. First, from the perspective of the committee, and later from the perspective of the user.

Board & Committee Permissions

Looking at permissions from the perspective of a committee, we see the following:

Open Committees can be accessed by the following people:

Administrators
All "Board Members" and "Staff Members"
"Guests" and "Committee Members" who are mem

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