This is a great meeting tool for governance, we would love to be able to utilise it at a management level for meetings as well, which would require a range users at different levels.
Park past people so they no longer appear as selectable in meetings
It would be good to be able to keep past directors and execs in the people list, ut mark them as past so they do not appear as an option when picking people in the organisation for meetings etc.
Ability to have shareholders loaded on the system for communication
There is much that we communicate to shareholders that are contained within BoardPro. The ability to send communications and keep those comms contained in BoardPro would be very useful
Personalised folder access would be very handy when you have several different folders in BP and need to provide a staff member access to one particular folder and not the remaining folders.
Our board sometimes goes into executive session when we discuss executive pay and other sensitive issues. Staff does not attend. Executives may attend. It would be nice if this type of meeting cannot be viewed except for those on the invitee list.
i don't attend all meetings but I act as an Administrator for the Board and CEO and one of my responsibilities is to put in the meeting calendar. It would be handy for me to see all the meetings in one go - is there a way around this?
Enable access staff members to upload their own reports in specified agenda sections without having access to all docs in BoardPro
The administrator role provides too much access for staff members upload their own reports. As the manager uploading reports is one less task that is required of me.
Membership category for Executive Assistants and advisors who don't attend meetings
It would be helpful to be able to designate a category for EAs and advisors who support members and meetings. These staff generally don't attend meetings, but need to be able to review meeting documentation to ensure members have the information t...
I predominantly use 24hr time in my life. Most products support being able to select this as your time representation. It would be great to have this option selectable for the user logged in.
When creating committees the members are often already members of the overarching forum or board. It would be helpful to be able to select them (e.g. type in their name, autopopulate email and role). Preferably this would still be editable in case...