For Portal Administrators
Implementing Your New Portal
Implementing your new portal can be done easily in three phases. This article lays out each phase step-by-step, and links you to detailed instructions on each step. Phase 1: Prepare the Portal Preparation for Standard, Professional, and Enterprise Plans: Add Dashboard details specific for your organization. Create Governing Documents groupsSome readersEmail deliverability and BoardSpot
BoardSpot provides Admins with an easy interface in which to draft and send emails. BoardSpot does the work of delivering these emails to the recipient's email server, and BoardSpot provides Org-wide Admins with visibility into the emails that were sent from the portal.Few readersTroubleshooting
This article lists out common troubleshooting points. The topics are organized under People, Board/Committees, and Meetings. People: 1. A member of my portal was removed and I cannot add them back again. BoardSpot does not support more than one person with the same email, thus you cannot add a second profile for the same person. Removing a person from the portal places their profile in the Trash under Settings in the sidebar menu. To reactivate their profile go to the Trash aFew readersBilling Page
Every BoardSpot portal has a Billing page where the portal Plan, the payment method, the payment schedule, and all invoices and receipts can be found. This article walks through the features on this page. The Billing Page A sample Billing page: (https://storFew readersGeneral Account Information
This article highlights some additional details about your BoardSpot account. Email Report: Under Settings in the left sidebar menu, Organization Admins can access the "Email Report". This report shows the Subject, Recipient, Sent By, and Date information for all emails that have been sent from your portal. If you have questions about email deliverability check out the help desk article. In our eSome readersBoardSpot Portal Plans & Features
BoardSpot is available in several Plans and the features in each plan are different. Below is a list of features per Plan. This list and pricing are available on BoardSpot.com, as well. Essentials Plan: Dashboard Member Directory Board Member and Staff Roles Member Terms Governing Documents Committees Committee-specific Meetings and DocumentsFew readers
Security
BoardSpot Security
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. Security Measures: 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 wereFeaturedGlobal Access to BoardSpot
Region-Based Restrictions: BoardSpot is available throughout the world with a few exceptions, including from the following countries: Cuba Iran North Korea Russia Syria Venezuela Hosting: The Essentials and Standard plans are hosted in the United States on AWS servers. Enterprise accounts can be hosted in any AWS region, including Australia. Corporate Firewalls: While BoardSpot does not restrict access from its servers, some corporate firewalls are configured to block allFew readers
For Portal Members
Board Member Introduction
The introduction video link below will give an overview of the portal for Board Members, Staff, Committee Members and Guests. Introduction VideoSome readersAdd BoardSpot to your iPhone
Adding an icon to BoardSpot on your phone's home screen is a great way to quickly access your board portal. It takes just a few quick steps: Log into BoardSpot In Safari, click the Share Icon Scroll down, and click "Add to Home Screen" Give it a friendly name, such as "BoardSpot", and click "Add" Now, you can simply tap the BoardSpot icon on your home screen to log into your board portal.Few readersPortal Member Calendar Issues
As a portal member, all meeting invitations you receive from BoardSpot will be sent to you based upon the preferences in your Profile. To confirm or update the way you receive portal meeting invitations: Go to your name on the sidebar menu and select the down arrow. Click on Calendar Integration. Here you can confirm your email/calendar current selection, or update your choice (see options below) and Save your selection. Option 1: If you want to receive an email in your IFew readersPortal Member Email Issues
As a portal member, ALL emails you receive from BoardSpot will be legitimate information (meeting invitations, member communications, etc.). BoardSpot, the company, never sends junk/spam emails to portal members. The 5 steps an email takes from the BoardSpot portal to your inbox: Email is drafted in BoardSpot by an Admin, and sent. BoardSpot's email server accepts the emaiFew readersSupported Browsers
BoardSpot is designed to work in the latest two versions of all modern browsers. Microsoft Windows Note: Supported versions include Windows 10 and higher. Chrome Firefox Edge Opera Apple Mac Chrome Firefox Safari Opera (https://www.opeSome readersSupported Devices
This list of supported devices is kept current. Microsoft Windows Supported versions of Windows include Windows 11, 10, Windows 8, and Windows 7 Google Chrome Microsoft Edge Firefox Opera Apple Mac Apple Safari Google Chrome Microsoft Edge Firefox Opera Android Phones & Tablets All native browsers included on the device Google Chrome Microsoft Edge Firefox Apple iOS Phones & Tablets Apple Safari Google ChromeSome readersUnsupported Browsers
Several legacy browsers and operating systems contain serious security flaws. To protect the integrity of our customers' data, we do not allow the following devices and browsers to access the BoardSpot application: Microsoft Internet Explorer Browser Microsoft Windows XP Operating System Below are severalSome readers