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 administ...
Mon, 30 Oct, 2017 at 6:14 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.   Admins set up the board or...
Mon, 11 Feb, 2019 at 3:30 PM
What do owners or members get access to?
These users have access to the board dashboard, approved minutes and documents.
Mon, 30 Oct, 2017 at 6:16 PM
Can I give my accountant access to my board’s records?
Yes.  You can add your accountant in Settings > Professionals.  This makes it really easy for your accountant to review all your board’s documents wit...
Mon, 30 Oct, 2017 at 6:17 PM
Can I make part of my meeting minutes confidential?
By clicking on the eye icon (found on the right hand side of each section in the minutes) text, motions, or actions can be made confidential.
Mon, 30 Oct, 2017 at 6:17 PM
How can I edit the agenda template?
To make changes to the agenda template that will apply to all future meetings go to  Advanced > Standard Agenda Template.  If you want to make changes f...
Mon, 30 Oct, 2017 at 6:19 PM
How can I add Board members?
You can add Board members in Settings > Board of Directors.
Mon, 30 Oct, 2017 at 6:20 PM
How do I reset my password?
Go to the log in page and click on - I want to change or reset my password. The link expires in one hour.  If this happens, r...
Tue, 19 Feb, 2019 at 2:24 PM
Help, I can’t login!
If you are having problem logging in, go to Login and click on "I want to change or reset my password."  You will be taken to a new screen where y...
Tue, 19 Feb, 2019 at 2:22 PM