Getting Started

Can a director be recording secretary?
Yes.  An officer or stakeholder such as an owner or member or administrator can also be a recording secretary.  
Wed, 14 Feb, 2018 at 11:51 AM
Can I have 2 recording secretaries at the same time?
No, you can only have one recording secretary active at one time.  If you have a second recording secretary, you can share the position.   The board adm...
Tue, 17 Dec, 2019 at 12:25 PM
What’s the difference between a super admin and an admin?
The super admin sets up the basic details for a board or committee.  A super admin is also automatically added as an admin.   An admin sets up the board...
Fri, 8 Nov, 2019 at 1:32 PM
What do owners or members get access to?
These users have access to the board dashboard, approved minutes and documents.
Fri, 8 Nov, 2019 at 12:13 PM
Can I give my accountant access to my board’s records?
Yes. This makes it easy for an accountant to review the board’s documents without having to search through paper records.  Add an accountant by following t...
Mon, 20 Jan, 2020 at 4:57 PM
Can I make part of my meeting minutes confidential?
By clicking on the eye icon (found on the left-hand side of each section in the minutes) text, motions, or actions can be made confidential.
Fri, 8 Nov, 2019 at 1:36 PM
Using the Agenda Builder
Click on an image to enlarge it.   The builder is the same for creating an agenda template or an agenda. The builder is a drag-and-drop tool.  ...
Thu, 15 Dec, 2022 at 12:25 PM
How do I add new directors to the board? How do I remove directors?
1. Go to the board.  2. Click on the drop-down menu at the top left-hand side of the screen.   3. Click on "Manage Users"  These are ...
Tue, 5 Apr, 2022 at 3:40 PM
How do I reset my password?
Step 1 Go to the login page and click on - "I want to change or reset my password Step 2 Fill in your email and clic...
Fri, 10 Jan, 2020 at 2:21 PM
Help, I can’t login!
If you are having a problem logging in: Step 1 Go to Login and click on "I want to change or reset my password."   You will be taken to...
Fri, 10 Jan, 2020 at 2:22 PM