Boardcycle

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

Viewing someone's personal portal as a Secretariat Team user

Learn about the Dashboard in your personal portal

The Dashboard

Learn how to view meetings in the personal portal

Meetings

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

Actions

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

Switching between the Personal Portal and Secretariat View

Richard Conway

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

Personal 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.

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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.

Prototype article-aware answer

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.

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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.

Prototype invite-team answer

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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