For Portal Members

• NEW Text & Email Notifications

  Text notifications for meetings, votes, surveys, and electronic signature requests can be a convenient way to keep up to date with board happenings. Standard, Professional and Enterprise Plan portals include the opportunity for board/committee members to enable these notifications according to which features are in the portal and personal preference. | This feature is activated/deactivatedFew readers

• Accepting The Portal Invitation

  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. | If you've already logged in and chosen a password, you can skip this section. If you are already a member of another organization's BoardSpot, you will automagically skip this step and be taken straight to your new Organization's portal Logging in for the first time: YSome readers

• Need Support? Chat with us!

  ** 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 & Password Reset

  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/helpdesk/wPopular

• 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. ** || All members of the organization can access the People home page! 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 sidebar navigation menu, when logged in to BoardSpot. Select 'My Account' from the pop out menu. Scroll to bottom of that account setFew readers

For Portal Administrators

• Adding and Creating 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. || Only Organization Admins can add and update board member titles. Please contact your organization's administrators for assistance with this task. Selecting a title for a board member: From the Board or Committee home page sSome readers

• Sending Portal Invitations

  Inviting portal members in BoardSpot can be en masse or one person at a time. This article gives instructions for both methods. Sending out portal invitations en masse: As an Org Admin, navigate to the People page. Use the Send all invites link. NOTE: This will send an invitation email to every member of your portal whose profile shows "not yet invited". This email is not customizable, but includes a clear call to action link for the members to click on, whereupon they set theFew readers

• Portal Members Leaving or Returning

  ** Board members/Staff/Committee Members/Guests can cycle in and out of your organization over time. Keeping your portal up to date is important and BoardSpot makes it easy to manage member profiles, so that your portal is always accurate and secure. This article explains how to handle these profiles in the portal. ** || Organization Admins can make changes to leaving/returning member profiles. Please contact your admin(s) for assistance with these tasks. A Board Member/Staff/Committee MemFew readers

• Secondary Email Address

  In the Professional and Enterprise Plans, BoardSpot People profiles include an optional secondary email address for meeting and agenda notifications. Any BoardSpot email sent to the member, except the portal invitation and password reset, will be CC'd to this second email address. This secondary notification can be used for Assistants. | Any BoardSpot email sent to the member, except the portalFew readers

• Surveys

  BoardSpot has a survey feature that allows admins to easily collect input from the portal members. This survey feature is available in Professional and Enterprise Plans. || Surveys can be created and distributed by Org-wide admins only. Please see your organization's administrator(s) for assistance with this feature. The Surveys tab on the People page hosts a list of each portal member's surveyFew readers

• Emailing People in the Portal

  Emailing members 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: Navigate to the Board or Committee's page, and select Email Members under Actions. Validate the recipient(s) for the email by ensuring the blue box next to their name is filled with a checkmark. (Note: by unchecking the box next to 'Recipients', atFew 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 entire portal - Access across the portal for the Essentials Plan All participants in the portal: Can view and access Dashboard, Documents, PSome 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. ** || Organization Admins and Committee Admins can mange people. Contact your organization's administrator(s) for assistance with these tasks. AddinSome readers