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Switching between the management portal and the secretariat view

Learn how to switch between the secretariat view and your management portal as a Secretariat Team user

Written by Richard Conway

Introduction

Secretariat Team users in boardcycle may be action owners in their own right and so accordingly have a management portal just like any other action owner.

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Getting to the management portal and back

As a Secretariat Team user, when you log into boardcycle, you will be directed to the secretariat view by default. To access your management portal:

  1. click on your name in the top right hand corner of the screen

  2. select My Portal

To return to the secretariat view, do the same thing, selecting Secretariat View.

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