Admin

Manage Members

Use to add users, edit details, reset passwords, send invites, view email history, and manage access settings.

Settings

Access BoardCloud’s system settings to manage branding, design custom forms and minutes templates, and run utilities like search reindexing or test emails.

How to Build a Form

Create and manage forms for agendas using BoardCloud’s drag-and-drop builder. Add questions, choose participants, and view or email form responses.

Tasks

Create and manage tasks linked to meetings, committees, or compliance needs. Track action items, set priorities, and assign responsibilities easily.

Administrative functions in BoardCloud are accessed via the main 'Admin' navigation menu and are divided into three functional areas:

BoardCloud Admin Menu

Below is a list of functions and activities that are covered by Admin:

Member & User Management

Add new members
Edit or delete existing members

Plus, a number of actions that can be performed on individual users, which include:

Password management
Send Welcome email
Send a member an email
Change a member's email address
Email debug history of sent emails
Member's personal files
State of email address confirmation
Profile visibility settings
Committee membership

User Profile Settings:

Name, surname and email address
Title
Personal pronouns
LinkedIn profile URL
Job title
Short biography in free format

Settings

This section houses all system settings and configuration options. These include:

System statistics
Subscription type
Time zone settings

Branding options, which include:

Maintenance options: