Configuring Permissions
Access permissions are configured through a combination of user roles and committee permissions. Organization Admins assign these permissions to each member of the portal. Committee Admins can assign these permission within the committee(s) they administer. This article will clarify the implications of these permissions.
Can view and access Documents, People, every committee, and every meeting.
On the Essentials Plan: there are no Private Committees, no Committee Admins, no Guests, and no custom roles.
Can view and access Documents, People, Public committees, and the Private committees they are members of.
Can view and access People, and only the Committees and Meetings they are participants of.
Everything in the portal.
Every committee they are the admin for, including that committee's documents, meetings, and members.
Every private committee they are a part of.
All public committees.
The Governing Documents page.
The People page.
Only committees and meeting they are participants of.
The People page.
All public committees.
Private committees they are a member of.
The Governing Documents.
Meetings and Votes they are participants of.
The People page.
Be named to suit organization's specific needs.
Follow the access permissions of either a Board Member, a Committee Member, a Staff member, or a Guest.
Voting and counting towards quorum can be enabled/disabled on the organization's Settings page, to suit organization's specific needs.
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.
When a committee is first created, it is considered to be an "Public" committee. All board members and staff have access to Public committees.
If access to a committee needs to be limited, it can be designated as a "Private" committee in the committee's Settings (available in the Standard, Professional, and Enterprise Plans). Private committees are only accessible to administrators and the participants of that committee.
Anyone who is an Organization Admin.
That Committee's Admin(s).
All Board Members and Staff.
Anyone who is an Organization Admin.
That Private Committee's Admin(s).
The participants of that committee (the Members, Staff, and Guests who have been added).
Members - always included in votes, do count towards quorum, and will show up in meeting attendances as either present or absent.
Staff - not included in votes by default (but can be enabled to vote in a specific vote, when that vote is created), do not count towards quorum, and are not required to attend meetings so their absences are not notated on minutes.
Guests - not included in votes by default, (but can be enabled to vote in a specific vote, when that vote is created), and do not count towards quorum.
Ex-Officio members - are non-voting members, but voting and counting towards quorum can be enabled/disabled at an organization-wide level, by the Organization Admins, via the toggle switch on the organization's Settings page.
As an Organization Admin, you can identify the private committees by the lock symbol next to the committee's title.
Every member of your portal.
All Board Members.
All Staff.
Questions? Chat with us
Access across the portal for the Essentials Plan:
All members of the portal:
Can view and access Documents, People, every committee, and every meeting.
On the Essentials Plan: there are no Private Committees, no Committee Admins, no Guests, and no custom roles.
Access across the portal for the Standard, Professional, and Enterprise Plans:
Board Members & Staff:
Can view and access Documents, People, Public committees, and the Private committees they are members of.
Committee Members & Guests:
Can view and access People, and only the Committees and Meetings they are participants of.
Looking at permissions from the perspective of an individual PERSON'S ROLE, we see the following:
Organization Administrators can access, and make changes to, the following:
Everything in the portal.
Committee Administrators can access, and make changes to, the following:
Every committee they are the admin for, including that committee's documents, meetings, and members.
Staff can access the following:
Every private committee they are a part of.
All public committees.
The Governing Documents page.
The People page.
Guests and Committee Members can access the following:
Only committees and meeting they are participants of.
The People page.
Board of Directors/Trustees members can access the following:
All public committees.
Private committees they are a member of.
The Governing Documents.
Meetings and Votes they are participants of.
The People page.
Custom Roles (available in the Standard, Professional, and Enterprise Plans) can be configured by Org Admins, to:
Be named to suit organization's specific needs.
Follow the access permissions of either a Board Member, a Committee Member, a Staff member, or a Guest.
Voting and counting towards quorum can be enabled/disabled on the organization's Settings page, to suit organization's specific needs.
Looking at permissions from the perspective of a COMMITTEE MEMBER, we see the following:
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.
When a committee is first created, it is considered to be an "Public" committee. All board members and staff have access to Public committees.
If access to a committee needs to be limited, it can be designated as a "Private" committee in the committee's Settings (available in the Standard, Professional, and Enterprise Plans). Private committees are only accessible to administrators and the participants of that committee.
Public Committees can be accessed by the following people:
Anyone who is an Organization Admin.
That Committee's Admin(s).
All Board Members and Staff.
Private Committees can be accessed by the following people:
Anyone who is an Organization Admin.
That Private Committee's Admin(s).
The participants of that committee (the Members, Staff, and Guests who have been added).
Voting and Quorum default settings are:
Members - always included in votes, do count towards quorum, and will show up in meeting attendances as either present or absent.
Staff - not included in votes by default (but can be enabled to vote in a specific vote, when that vote is created), do not count towards quorum, and are not required to attend meetings so their absences are not notated on minutes.
Guests - not included in votes by default, (but can be enabled to vote in a specific vote, when that vote is created), and do not count towards quorum.
Ex-Officio members - are non-voting members, but voting and counting towards quorum can be enabled/disabled at an organization-wide level, by the Organization Admins, via the toggle switch on the organization's Settings page.
As an Organization Admin, you can identify the private committees by the lock symbol next to the committee's title.
The Dashboard is accessible by the following people:
Every member of your portal.
Governing Documents are accessible by the following people:
All Board Members.
All Staff.
Questions? Chat with us
Updated on: 23/01/2024
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