FAQ for Administrators

Why directors cannot see the meetings or board packs I created?
There are several possibilities directors cannot find the meetings you created. Please ensure the following: User must be a member of the Space where th...
Fri, 20 Sep, 2019 at 5:12 PM
How to deny directors from viewing a document in a board pack?
Sometimes you may want to prohibit directors seeing certain files in a board pack due to conflict of interest. By setting the right permission, this is poss...
Fri, 24 Sep, 2021 at 4:48 PM
How to unlock user?
* The guide below is for Joint Owner Administrator or Organisation Administrator to unlock accounts for users in portal. If you are System Owner with your a...
Fri, 24 Sep, 2021 at 4:48 PM
What is Space (for administrator)?
Spaces are created for segregation of information between groups of members. Only members of a Space have access to its content.  Organisation Administr...
Fri, 24 Sep, 2021 at 4:48 PM
How to remove a user's access correctly?
There might be situations where the admin needs to deactivate a user account or remove a user account from the organisation. This article will help you choo...
Mon, 8 Nov, 2021 at 11:24 AM
Can administrator reset password for users?
Administrators cannot reset password for users. Instead, users must reset password on their own. Refer to this article in FAQ for all users. If a user i...
Tue, 17 Mar, 2020 at 5:03 PM
How to delete annotations made by directors?
As an Organisation Administrator or Space Manager and File Owner (or Joint Owner), you can remove users' annotations on a file in Files tab > Actions...
Fri, 24 Sep, 2021 at 4:49 PM
How to create a report
Reports section lets you customise attendance reports targetting a specific space or multiple spaces within an organisation. The system makes use of past me...
Fri, 24 Sep, 2021 at 4:49 PM
How to re-send activation link to new users?
The account activation link is unique for every new user. If anyone has lost the email, or the activation link has expired, follow the steps below to re-sen...
Fri, 24 Sep, 2021 at 4:49 PM
What is Joint Owner Administrator?
Joint Owner Administrator is a user role that combines the system privileges of the System Owner and an Organisation Administrator. For more information...
Fri, 24 Sep, 2021 at 4:49 PM