For Portal Administrators
Email 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. || Organization Admins alone can see the Email Report under Settings in the sidebar menu. | As a portal member, ALL emails you receive from BoardSpot will be legitimate information (meeting invitations, etc.). The BoarSome readersTroubleshooting by area of the Portal
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 Past Members tab. To reactivate their profile click Restore beside their name. This meaFew 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 is only accessible to org-wide administrators. Please see your organization's admin for assistance with this. The Billing Page A sample Billing page:  they can be recovered. || Only portal members with administrative privileges can delete/remove items from the portal. OnlyFew readersTwo-Factor Authentication
** BoardSpot allows each user to add Two-Factor Authentication (TFA) to their portal login, for added security. ** | Portal members can add TFA to their login without Org Admin assistance. Two-Factor Authentication Enabling TFA Under your name on the sidebar menu, select My Account and select the Two-Factor Authentication link at the top of the page. Select the method of authentication preferred- either Text or an Authenticator App by clicking Set up application OR `Set upFew 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 eFew readersAdmin Troubleshooting Portal Member Login Issues
**An organization admin can assist with member login issues. Below is a list of login troubleshooting steps. ** Troubleshooting steps for assisting with logging in: Make sure the portal invitation has been sent and the member has followed the steps to create a password and set their time zone. The People page will still show "invited" next to their name and this means they have not completed this step. Please instruct them tFew readersImplementing 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 groups,Some 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. ** | Organization Admins have the ability to view and change the Plan for an organization. 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 were sFeaturedGlobal 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 will give an overview of the portal for Board Members, Staff, Committee Members and Guests: Introduction Video Step by step instructions for Getting started (first time login and password set up): Getting Started NOTE: all emails/calendar invites from the portal come from notifications@boardSome 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 readersTroubleshooting Portal 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 Preferences. Here you can confirm your email/calendar current selection, or update your choice (see pictures below) and Save your selection. Option 1: If you want to receive an email in your InFew readersFor Members of Multiple Portals
** As a member of more than one BoardSpot portal, you can use the same email address for login and easily switch between them. ** | Note: If you use different email addresses for the multiple portals you will not be able to switch back and forth. You will need to log out of one and then log into the other. To switch between portals: Click on your name, on the sidebar menu. Scroll to the "Switch Boards" section of the popup list. Select the name of the portal you wish to switch to.Few readersTroubleshooting Portal 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. ** | Please whitelist BoardSpot in your email server, which will help ensure you receive all communications. 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 email,Few 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.opeFew 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 Chrome || Note: If you are currently usFew readersUnsupported Browsers
BoardSpot blocks access from browsers and operating systems with known security vulnerabilities. If you're seeing an unsupported browser message, please upgrade to continue. Browser or Platform Unsupported versions Latest release Internet Explorer All versions Oct 2013 Edge (Legacy) 18 and below Oct 2018 Chrome 69 and below Sep 2018 Firefox 62 and below Sep 2018 Safari 10 and below Sep 2016 Windows XP All browsers Apr 2008Few readers