Board Portal Overview
Reduce Board Administrative Work for Management
We simplify the way Board Members communicate with Management, collaborate with each other, and have instant access data prior to board meetings for better-prepared directors.
Board Meetings
Prepare and schedule board meetings, attach the Agenda, Minutes, and Reports, notify members with calendar invites, and track RSVPs—all managed without email, saving you time with less hassle.
*Sync meetings with their online calendars (Google Calendar, Office365 Calendar).
Repository for Documents
Securely store all board meeting documents (i.e. Board Book, Minutes, Agenda, Reports), along with financial documents, board policies and governance documents within our editable central repository—made accessible to you and your Board on any device at any time.
*Admins can set permissions for folders and files.
Member Directory
Keep track of Board Members with detailed bios, leadership roles, term dates, committees served, and contact information. Board Members can now learn more about each member ensuring enhanced communication and collaboration.
*Connect social profiles for a deeper connection with the Board.
Guests
Invite your legal department, CPAs, consultants and, of course, staff to participate within Board Director. Manage what each guest can see or do with a suite of permissions.
*Now you can even include executive assistants.
News & Announcements
Board Members can stay up to date with all important news about the organization. If an emergency arises, members will be notified immediately.
Committee Workspaces
We provide unlimited Committee workspaces for your organization. Committee chairs can schedule meetings, track attendance and share documents for improved teamwork.
Voting, Polling
Whether it is voting for a new board member, a resolution, or simple poll, our new voting module allows multiple question types:
- For, Against, Abstain
- Yes, No
- Single Choice
- Multiple Chpice
- Elections
Special Events
From time to time, Boards have events outside of board meeting (i.e. retreats, special golf outings, fundraisers, etc…). Now you can add these special events inside of Board Director and sync with your online Calendars.
