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.Some 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 A sample Billing page: (https://storFew readersDeleting/Removing Items From the Portal
When an organization admin or a committee admin removes something in the portal it is moved into the Trash, where is accessible to organization admins. Items in the Trash can be recovered. Additional details of what actually happens depends on the type of content that is deleted/removed. This article provides a breakdown of the different types of content and how (or if) they can be recovered.Few 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 readersTroubleshooting Portal Member Login Issues
As a portal member, your profile contains the email address with which you will log in. Below is a list of login troubleshooting steps. Troubleshooting steps should you have trouble logging in: Make sure your Organization has invited you to join their board portal. Did you receive an invitation email and follow the steps to create your password and set your time zone? If so you have completed this step. If not, pleaseFew 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. 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 StartedSome 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. 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. 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 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