Role-Based Permissions and Access in Your Board Portal

A benefit to using a board portal is the ability to centralize documents. But, there are instances in which you may need to restrict information or access to specific board members and staff for security or organizational purposes. 

For example, you may wish to:

  • Allow board members to only view final versions of board books.ACCESS.jpg
  • Limit voting poll results to certain members or committees.
  • Provide information to just specific committees or members.
  • Control who has access to financials, strategic intelligence, legal and other sensitive information.
  • Give only certain people the ability to manage meeting agendas, minutes or other administrative functionality.

How Do User Permissions and Access Levels Work?

The level of access someone is given depends on his or her relationship with the board or a committee. For instance, are they an administrator, staff or board member? Each should have different access levels based on responsibilities. 

Customize settings for full control over who can see what information or perform specific tasks within the board portal. Temporarily elevate permission levels if someone needs short-term access to specific documents or portal functionality, or completely restrict someone when they leave the board. 

What Are the Benefits?

 User permission and access levels are designed for security and simplicity. They prevent users from viewing or editing documents that aren’t meant for them. This ensures sensitive information is kept confidential, and boards remain organized. Since board members only have access to what they need, they can streamline their focus on what’s important and relevant to their position duties.

To uncover the board portal features most relevant to your organization and compare vendors, download our Board Portal Purchasing Guide

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