Board PortalSign inA private workspace for your board
Board papers, meetings and votes in one place.
Keep everything the board needs in one workspace instead of email. Each member signs in and sees the papers, meetings and records their role allows.
What it does
Everything your board already does, in one workspace.
Board papers
Upload papers and reports. Every version is kept, so you can see what changed and when.
Who can open what
Most papers are open to the whole board. You can limit any paper to a role or to named people.
Notes on papers
Leave a note on a paper before the meeting. Anyone who can open the paper can read it.
Meetings
Set the agenda, collect replies, and record who actually turned up.
Board packet
Print the agenda, papers, attendance and minutes as one document.
Calendar
Add board meetings to Outlook, Google Calendar or Apple Calendar.
Votes
Run open or secret ballots. Each member votes once, and can change it while voting is open.
Quorum
Your board sets the rule. The portal shows whether enough members voted for a result to count.
Minutes
Write minutes as a draft, then approve them. The record shows who approved and when.
Signatures
Sign a paper with your password. The signature is tied to that exact file.
Messages
Talk things through inside the portal instead of long email chains.
Audit trail
See who did what, and when. Entries cannot be edited or removed.
Donors and gifts
Donor details and gift amounts, open only to the officers who handle them.
Staff reviews
Private reviews. Only the person, their reviewer and an admin can read one.
Members
Invite people by email and give each one a role. Track terms and committees.
Keeping it safe
Your board’s records stay private.
The rule about what you can see is stored with the data itself, not written into each page. So a mistake in one screen cannot show you something you should not see.
- You only see what your role allows.
- Uploaded files are encrypted where they are stored.
- Sign-in can ask for a code from your phone.
- Too many wrong passwords and sign-in pauses for a while.
- You can see which devices are signed in, and sign them out.
- Every action is written down and cannot be changed later.
How a meeting runs
- 1
Share the papers
The secretary uploads the board pack. Each member sees what their role allows.
- 2
Collect replies
Members say whether they are coming. The chair sees the count.
- 3
Meet and record
Work through the agenda. Mark who attended.
- 4
Vote
Open a ballot. The portal checks whether enough members voted.
- 5
Sign and file
Sign what was agreed. Minutes are approved and kept.
One place for the papers, the vote and the record.
Sign in to continue. New members are added by an administrator or secretary.