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Switching between the Personal Portal and Secretariat View

If you are a Secretariat User of boardcycle, learn how to switch views between your Personal Portal and the Secretariat View

Written by Richard Conway

Introduction

Secretariat Users in boardcycle may be action owners in their own right and so accordingly have a Personal Portal just like any other action owner.

Getting to the Personal Portal and back

As a Secretariat User, when you log into boardcycle, you will be directed to the Secretariat View by default. To access your Personal 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, so the same thing, selecting Secretariat View.

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