System Roles

BoardCloud Member Roles

BoardCloud uses user roles to control access to meetings, committees, and documents. Assigning the right role ensures users see only what they need and maintain system security.

There is also the possibility of creating additional roles over and above the existing roles detailed below. Please email support if you have this requirement.

These roles are:

  • Member
  • Editor
  • Administrator
  • Guest
  • Group Editor

Member (the Default Role)

Members can access all meetings for the committee(s) they are assigned to. They cannot create or edit meetings or agenda content.
New members are automatically assigned the Member role. There’s no need to assign additional roles for standard members.

Once a member is created, they can be added to as many committees as required.

To create a new member, click the Create New Member button at the top left of the Manage Members screen and complete the member details form.

NB: When creating users, there is no need to assign a standard member any additional roles.

Editor Role

Editors can create meetings for the committee(s) they belong to. They will not see other committees, keeping their dashboard uncluttered. Editors do not have access to administrative functions.

Administrator Role

The Administrator role allows a user full system access.

This means that an Administrator can:

  • create new members
  • update or delete existing members
  • create committees
  • update or delete committees
  • create meetings for any committee
  • perform any meeting function for all committees

Guest Users

Guests are external participants invited to a specific meeting. They can only view the agenda section assigned to them and cannot access committees or other system areas.
It is recommended to deactivate guest accounts after the meeting concludes.

Group Editor Role

Group Editors can create and edit meetings for the committees they belong to. They do not have administrative privileges, so adding or removing committee members must be requested from an Administrator.

Changing a Member’s Role

  1. Go to Manage Members from the Admin Menu on the left-hand side.
  2. Locate the member whose role you want to change.
  3. Click Edit (the pencil icon) next to their name.
  4. Scroll to the User Roles section, located on the right-hand side at the bottom of the screen.
  5. Select the desired role from the Role dropdown menu.
  6. Click Update to apply the change.