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

About BoardWorks for Directors

Learn how the BoardWorks Dashboard helps Directors find meetings, view updates, and navigate BoardWorks using a web browser.

The BoardWorks Dashboard

This section explains how you can view and download your meeting materials and board books in BoardWorks using a web browser.

Viewing Meetings and Events

Learn how Directors can search in BoardWorks to quickly find meetings, documents, alerts, and other board materials using a web browser.

Searching in BoardWorks

Learn to access, view, and download reference documents in BoardWorks using a web browser.

Viewing Reference Documents

Learn how Directors can view and access alerts in BoardWorks to stay informed about important updates using a web browser.

Viewing Alerts

Learn how Directors can access, complete, and submit evaluations assigned to them in BoardWorks using a web browser.

Responding to an Evaluation

Learn how Directors can access, complete, and submit surveys assigned to them in BoardWorks using a web browser.

Responding to a Survey

Learn how Directors can access, review, and submit voting items in BoardWorks using a web browser.

Responding to a Vote

Viewing and Editing Profiles

Lean how to use and modify the Recent Updates panel activity feed

Customizing the Recent Updates Panel

Learn how to change your password and security question in BoardWorks

Account Security

Lean how to access and contact BoardWorks Support

Support Options

Directors Portal Guide

Find answers and get help from Intercom Support and Community Experts

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

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A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

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.

Prototype role-limiting follow-up

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

Prototype getting-started answer

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

Prototype integrations answer

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

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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