Managing your Board Portal (for 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 For Standard, Professional, and Enterprise Plans: Add Dashboard details specific for your organization. Create Governing Documents groups, and uploadFew 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. The 7 steps an email takes from BoardSpot to a recipient's inbox:Few readersGeneral Account Information (for Administrators)
This article highlights some additional details about your BoardSpot account. Calendar Integration: The recommended calendar integration is the default, email-based integration, which adds events to a member's default personal calendar. Each member can set this under their profile icon at the top right, by clicking the down arrow and selecting Calendar Integration. If your organization would prefer to use a separate calendar for board meetings, using the calendar sync featureFew readers
Access
Global 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 readersSupported Browsers
BoardSpot is designed to work in the latest two versions of all modern browsers. Microsoft Windows Supported versions of Windows include Windows 10, Windows 8, and Windows 7 Chrome Firefox Edge (Windows 10 only) Opera Apple Mac Chrome Firefox (https://www.mozilla.org/en-US/firefoFew 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