What you need to know about BoardSpace

Created by Pat Crosscombe, Modified on Thu, 05 Oct 2023 at 10:42 AM by Pat Crosscombe

Congratulations on taking the first steps toward digital freedom.  Team BoardSpace is excited to welcome you to our board management software portal.  We look forward to working with you and will be with you at every stage of the journey.  


Before getting started there are a few things we'd like you to know about BoardSpace. 


Where to use BoardSpace

BoardSpace can be used on your desktop, laptop, tablet or smartphone (always make sure the operating system is up-to-date) and is accessed via a browser, such as Chrome or Firefox.  There is nothing to download. 


Log in via this link https://app.boardspace.co 


On a smartphone or tablet

Login using the same link.


Access 

When each user logs in, the system provides that user access to the boards and committees on which the user has an active role.  


Positions

People can have more than one position. Typically, the super admin also has admin privileges and could also be the recording secretary. Directors are sometimes also a recording secretary.  Condo and HOA owners can also be directors, have admin privileges and super admins. Association members can also be directors, board admins, or a recording secretary.  Each organization decides upon the positions that each person will have.  More about positions


BoardSpace operates in real-time 

This means that if you set a meeting date for say January 15 and add the directors on February 1, there will be no directors showing in the attendance list for the January 15 meeting.  Always add directors before the meeting starts.  Safer still to add the day before the meeting. 


Adding People 

We recommend adding directors and officers after setting up the first board meeting but before the date of that  meeting.  


Any time a new person such as a director is added an email is automatically sent with an invitation to set up an account and password.  Make sure that BoardSpace has been announced to the board so they are not surprised by the emails. 

 

First-time access

New people need to create a password before being able to log in.  Each new person will receive an email with a link to set up their account password. Passwords must be at least 8 characters and include at least one capital letter, one number, and one special character.  


Password rules are enforced to ensure security. After the password is set, a confirmation email follows to confirm. 


Logging In 


Users can log in directly via this link https://app.boardspace.co   


Or go to the BoardSpace website https://boardspace.co  and click on the login button in the top-right corner.



Upddated October 2023 


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