Boardcycle

Learn how Secretariat Team users can see what a management portal user is seeing or will see in their management portal

Viewing someone's management portal as a Secretariat Team user

Learn about the Dashboard in your management portal

The Dashboard

Learn how to view meetings in the management portal

Meetings

Learn about viewing actions and adding status updates in the management portal

Actions

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

Switching between the management portal and the secretariat view

Richard Conway

Everything you need to know about accessing and using boardcycle's management portal

Management Portal

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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.

Connect your stack

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.

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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.

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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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Create your account and invite the first people to your workspace.

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