Skip to main content

About BoardWorks for Directors

Learn what Directors can and cannot do in BoardWorks and how Director access works when using the web portal.

BoardWorks is designed to provide Directors with secure access to meetings, documents, and board materials across both the web portal and mobile apps.

As a Director, your role focuses on reviewing information, preparing for meetings, and responding to assigned tasks, rather than creating or managing content.

Understanding how this role works will help you get the most out of BoardWorks and avoid confusion when navigating the platform.

What can Directors do in BoardWorks?

As a Director, you can:

  • Review meetings and events

  • Access and navigate Board Books

  • View meeting documents

  • Review alerts and updates

  • Search for meetings, documents, and information

  • Complete evaluations, surveys, and voting items

  • View and update your profile

  • Annotate documents (on BoardWorks mobile apps)

Did this answer your question?