Demo password for every seeded account: boardroom123
Try alex.whitfield@riverside.org (charity board) or morgan.ellis@millbrookbenefice.org.uk (church PCC terminology)
BoardRoom
Admin console
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Send feedback
Goes straight to the BoardRoom team, not to anyone else in your organisation.
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Settings
Everything about how your organisation is set up.
People
Trustees, staff and roles
i
Committees
Groups and their members
i
Key documents
Governing documents and policies
i
Meeting setup
Standing items, schedule and approval
i
Balanced scorecard
KPI categories and targets
i
General
Branding and wording
i
Plan and seats
Invite person
Roles
People
Committees
What committee members can see – key documents
Hidden from committees
Attach the file, or leave it empty to record a document that lives elsewhere. Up to 25 MB.
Meeting setup
Standing items, schedule and approval settings – the standard shape every new meeting's agenda starts from.
Live data source
Connect a Google or Microsoft account so individual metrics below can pull their number straight from a spreadsheet cell instead of being typed in and forgotten about. Optional – manual entry still works fine without this.
Balanced scorecard – board-wide
Logo
Shown in the sidebar throughout this organisation's Admin and Trustee views, and on the cover page of compiled meeting packs. Available on every plan.
No logo uploaded – the sidebar and pack cover will use the organisation name instead.
PNG or JPEG, up to 2 MB.
Branding colours & font
Set the sidebar/button colour, an accent colour, and a typeface for this organisation's own views. A Growth or Executive plan feature.
Custom branding isn't included on your current plan – ask your BoardRoom contact about upgrading to Growth or Executive to unlock this.
Upload a .woff2, .woff, .ttf or .otf file – not just a pick from the list above. Once uploaded, select "My uploaded font" from the dropdown and save.
No font file uploaded yet.
Terminology
What does this organisation call these things? Leave blank to use BoardRoom's defaults. Changing a word here relabels it everywhere in this app and the portal – it doesn't change any data.
Send availability polls from
Connect a Google or Microsoft account so availability-poll invites go out from a real, recognisable inbox instead of BoardRoom's own address. Optional – polls still send fine without this.
Schedule a meeting
Upcoming meetings
Past meetings
Find a time
Propose candidate dates – from a couple of options for one meeting up to a whole year's worth at once – and everyone gets a single emailed link (no login) to say which dates work. Confirm as many as you need into real meetings; nothing forces you to use every date proposed.
Availability polls
MinutesActions
Minutes
The governance record for each meeting, once it's happened.
Actions
Everything a minutes record committed the organisation to, tracked in one place until it's done.
Propose a decision between meetings
For something that can’t wait for the next scheduled meeting. Everyone asked gets an emailed link to approve or object – no login needed.
Decisions
Audit log
Who did what, and when – most recent first.
Email outbox
Every email BoardRoom has sent (or queued, if no real mail account is configured yet – see the developer briefing).