For Portal Members

• Getting Started

  Once you're invited to join an Organization using BoardSpot, getting on board is quick and easy. Logging in regularly will be an integral part of your board service. This article shares how to log in for the first time. Logging in for the first tSome readers

• Need Support?

  Any portal member can chat with the BoardSpot team, for questions or assistance. To Chat with the BoardSpot team: Log into your board portal. Select Support from the left sidebar menu. (See picture below) Click on Chat with Support and the chat window will open. Compose your chat message and click on the blue "send" button. Note: if you have to leave the portal before your chat is answered, the reply will be forwarded to the email address listed in your portal profilFew readers

• Logging In & Reset Password

  Logging in to BoardSpot is quick and easy. Each member uses their email address as their user name for login. If a password is forgotten, resetting it is simple. This article details instructions for these actions. To log in: Navigate to www.boardspot.com. Click ‘Log in’ in the top right corner. Your email address is your user name. Your password is the one created when you first followed your email invite link. Logging in: (https://storage.crisp.chat/users/helpdePopular

• The People Page

  The People home page lists everyone who is in your Organization, categorized by their role. All portal users can add a headshot, contact information, and Bio information in their Profile. Every portal user should update their profile regularly, and familiarize themselves with the other members listed here. This article explains People home page visibility. Board Members Board members can view People, information, anSome readers

• Time Zone

  The time zone in each portal member's profile is a critical tool for keeping everyone on time for meetings, no matter where they are. Updating the time zone is uncomplicated and can be done as often as is required. This article gives instructions for managing your profile time zone. To update your time zone: Navigate to your profile icon on the top right, when logged in to BoardSpot. Select 'My Account' from the drop down menu. Scroll to bottom of that account setting list, aFew readers

• Emailing People in the Portal

  Emailing other people in your organization is easy and quick inside BoardSpot. It is possible to email multiple people at once through your board portal. This article clarifies how to email other committee members. Emailing members of a Board or Committee you are a part of: Navigate to the Board or Committee's page, and select Email Members. Validate the recipient(s) for the email by ensuring the blue boxFew readers

For Portal Administrators

• Adding and Creating Board Member Titles

  Identifying board member titles is an important part of your portal, both for new and tenured members. Keeping the board/committee titles up to date is easy and simple within BoardSpot. This article shows how to select titles and create additional titles. Selecting a title for a board member: From the Board or Committee home page selecFew readers

• Reset a Password

  Lost or Forgotten passwords can be easily reset from the BoardSpot.com website. This article includes instructions on how to reset a password. To request a password reset for yourself or another portal member: Navigate to www.boardspot.com. Click ‘Login’ in the top right corner and select ‘Forgot your password?’. On the reset form, enter the email associated with your BoardSpot account and click ‘Reset password’ button. Check email inbox for reset link, or tell member toFew readers

• Configuring Permissions

  Access permissions are configured through a combination of user roles and committee permissions. Organization Admins assign these permissions to each member of the portal. Committee Admins can assign these permission within the committee(s) they administer. This article will clarify the implications of these permissions. Access across the portal for the Essentials Plan:Some readers

• Adding and Updating People

  People profiles are an integral part of the board portal, and BoardSpot makes managing your people straightforward and fast. Board Members, Committee Members, Staff, and Guests can access and make changes to their own profile from the People page. This article details how Organization Admins can add and update the people within their portal. AddinSome readers

• Removing and Restoring People

  Within BoardSpot it is easy to remove a person from your People list, your committees, and your meetings. It is also possible to restore their profile should they return to your Board, or should this action have been done by mistake. This article explains how to both remove and restore a profile. Deleting/Archiving a Person: Log in as an admin user for the organization. Navigate to the People home page. Click on the ellipses next to the person, and select Remove. Click ReFew readers