Introduction
If you have Secretariat Team access to a company in boardcycle, you can give and revoke other people's access to that company. This article explains how to give and revoke access and how boardcycle access works.
Giving access
Company access in boardcycle is granted to people and is therefore generally managed and shown in the people tab of the company where you can see how does, and does not, have access.
You can give a person access at the time you add them as a person by following the instructions in this article.
Alternatively, you can give an existing person access by editing their profile as set out in this article.
To give someone access to boardcycle, you must provide their email address and select either "Secretariat Team" or "Personal Portal" access in the Boardcycle access dropdown.
Once you have granted someone access, they will receive an email from boardcycle notifying them who granted them access and the company they have been given access to - an example of that email is shown below:
Important: Ask your IT team to whitelist emails from boardcycle!
To avoid our access emails being blocked by your organisation's spam filters, please ask your IT team to whitelist emails sent from our domain: boardcycle.com.
If you have given someone access to a company in boardcycle but they are not receiving our emails, you can ask them to log in by going to https://app.boardcycle.com/ instead.
Revoking access
Revoking someone's access to a company is as simple as editing their profile as set out in this article and changing the Boardcycle access dropdown to "None".
How access works
User types
There are 2 user access levels in boardcycle: Secretariat Team and Personal Portal
Access Level | Description | Appropriate for |
Secretariat Team | Full access to all boardcycle functionality for the companies they are granted access to, including the ability to create and manage meetings and grant access to other users. | Secretariat team members who are managing the end-to-end meeting process |
Personal Portal | Limited ability to see actions where they are an assigned owner of that action and add/edit status updates in relation to that action. | Management team members and others who are assigned actions at board/committee meetings |
Company-level access
Access in boardcycle is given and revoked at a company level - meaning that if you have multiple companies in your organisation, you can grant access to different groups of people per company.
For example, it is possible for someone at your organisation to be granted Secretariat Team access in one company within your organisation, but only Personal Portal access in another.
Interaction with Single Sign-On (SSO)
Feature Availability
Single Sign-On is only available to customers on an Enterprise subscription. Please contact us if you would like to upgrade.
boardcycle's recommended SSO configuration allows automatic registration of new boardcycle users with your organisation's SSO provider, meaning that once you have granted access to a user in boardcycle, they will then be able to log in to boardcycle via SSO.
If your organisation uses SSO to log in to boardcycle and someone you have granted access to is unable to log in, this may be because your IT team has configured SSO such that manual registration of new users is required. If this is the case, then in addition to the steps set out above, you will need to contact your IT team to ask them to add the person you want to have access to the relevant SSO user group.
Domain enforcement
Feature Availability
Domain enforcement is only available to customers on an Enterprise subscription. Please contact us if you would like to upgrade.
Domain enforcement is a security feature that prevents access being granted to anyone whose email address is not from your organisation's domain. If domain enforcement is enabled for your organisation, then if a user is added with any domain other than those allowed, you will receive an error message as shown below:
Domain enforcement is configured by boardcycle. Please contact us to set domain enforcement up, or to make any changes to your configuration.