Portal Administration

Defining and assigning Space Role
* You have to be a Joint Owner Administrator or Organisation Administrator in order to create Spaces. 1. Go to Menu > Select a Space > Manage Spac...
Mon, 10 May, 2021 at 6:05 PM
Getting started - setting up Boardfolio for my board
This article is a step-by-step guide on how to get Boardfolio system up and running for your board. Follow the links to different articles on how to perform...
Mon, 10 May, 2021 at 6:09 PM
Adding New Members to the Portal
Invite board directors and team members to the Boardfolio portal by creating user accounts (referred to as "Members" in Boardfolio) with emails as...
Mon, 10 May, 2021 at 6:16 PM
Adding members to a Space
* You have to be a Space Manager in order to add members to Space 1. Go to Menu > (Select a Space) > Manage Space Members 2. Click Invite...
Tue, 25 May, 2021 at 4:19 PM
List of notifications sent from Boardfolio
Notification Type Feature Automatic / On-demand Sends Web Portal Sends email Sends In-App (iOS & iPadOS) Notify Attendees - Meeting Invitati...
Tue, 25 May, 2021 at 2:28 PM
Set up and edit profiles on behalf of users
Organisation administrators can help board directors to maintain their user profiles on Boardfolio.  1. Go to Menu > Organisation Settings > Manage ...
Tue, 25 May, 2021 at 3:40 PM
Creating Spaces for committees and teams
* You have to be a Joint Owner Administrator or Organisation Administrator in order to create Spaces. To create Spaces, 1. Go to Menu > Organisat...
Tue, 25 May, 2021 at 4:20 PM
Creating Organisation Administrators
* You have to be a System Owner or Joint Owner Administrator in order to create Organisation Administrator. 1. Go to Menu > System Setup > Manage ...
Tue, 25 May, 2021 at 4:17 PM
Web Portal Security Policy
Several security measures have been implemented to ensure safety of all user accounts. These are mandatory for all clients and thus not changeable. Pas...
Thu, 27 May, 2021 at 11:10 AM
Configuring maximum login attempts
System Owner can configure maximum login attempts for users. "Maximum Login Attempt" is the number of attempts that a user can try before his/...
Tue, 25 May, 2021 at 3:51 PM