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Enabling Multifactor Authentication in BoardWorks

How to Enable Multifactor Authentication

BoardWorks User Roles, Descriptions and Permissions Matrix

BoardWorks User Roles & Permissions

How to Reset your Password from the BoardWorks login page.

How to Reset your Password from the BoardWorks login page

How to Use Administration Reports

Frequently Asked Questions for Mobile Apps

BoardWorks Mobile Apps - FAQs

How to Reset your BoardWorks App (iPad & Windows)

Learn how to configure the Printing and Doc Integration Keys in your BoardWorks mobile app.

How to Print & Email documents from BoardWorks Mobile Apps

A Simple Guide for Board Members & Administrators

Understanding BoardWorks Access: Browser vs. Mobile Apps

Learn how Administrators can permanently delete disabled users in BoardWorks and maintain a clean, up‑to‑date user list.

Deleting a disabled user

Short, easy-to-follow how-tos for various tasks.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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