• Configuring Permissions

  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, agSome readers

• Managing Documents

  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. ClFew readers

• Editing The Dashboard

  The Dashboard The dashboard is the first page members see, after logging into BoardSpot. The dashboard shows each member's next upcoming meeting, followed by a customizable information section, and finally a list of additional upcoming meetings. Upcoming Meetings Members will see a list of upcoming meetings, based on the board and committees they are members of. The list of meetings is updated automatically. Customizable Information Widgets, Goals, and Charts youtube Adding custoFew readers

• Managing Meetings

  Meetings Meetings Home Page ‌ Meeting Page The meeting page displays all relevant information for an upcoming or past meeting.‌ When & Where At the top of the meeting page, the date and location of the meeting are displayed in a colored box.‌ Meeting Agenda The meetingFew readers

• Managing People

  Creating/Adding a Person Adding a person to an organization: Log in as an admin user for the organization. Click the + Create button in the top right of the application, and select + Person Fill out the person’s information Click Save Once you are ready to give the new person access to your BoardSpot, navigate to the People page, and click Send invite next to the persons name. Updating a Person Updating a person in an organization. Log in as an admin user for the orgFew readers

• Managing Committees

  Managing Committees Creating/Adding a Committee Adding a committee to an organization: Log in as an admin user for the organization. Click the + button in the bottom right of the application, and select + Committee Fill out the committee's information Choose a Person from the drop down list to add as a Committee Member. Click Add committee member as needed to add more members. Click Save to create the committee. Adding a member to a Committee LogFew readers

• Managing Your Account

  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.Few readers