Managing board segregation

If your organisation has multiple boards or committees, it is important to appropriately manage the access each admin and cosec has to these boards for the purpose of confidentiality, security, regulatory compliance, risk management, and separation of duties. 

Securing your board during creation

When you first create a board, you will be automatically assigned as the owner of the board. You will be able to select which admins can access the board and optionally any admins that should co-own the board.

Owners of a board can change all settings for a board including which other admins can access the board. While all other non-owner selected admins can perform the rest of the administrative duties for the board including adding regular users to the board, as well as creating/viewing/deleting meeting binders, circular resolutions and everything else to do with the board.

Changing the security settings for an existing board

On the home page of the Admin Portal select “Show all boards” within the menu under the current board name.

Click on the desired board to manage, and then click “Manage admin access”. From here you can select which admins have access to the board and who should be selected as the owners of the board.