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#4 How to provide Board Members with only the information they need to access

Work with Groups

Members belonging to the same room may be included in one or multiple groups, each group reflecting generally a committee, with different purposes. These groups are comprised of members belonging to each particular committee. You can view which are the groups in your Boardroom, at any time, by accessing your 'Members' section. Using groups allows you to quickly assign members to meetings and library documents. The members will see which groups are assigned to in each meeting, as well as, its details.

How groups are assigned in the web environment

How groups are assigned in the web environment

How Board Members view groups on the iPad App

How Board Members view groups on the iPad App

How Board Members view groups on the Boardbook

How Board Members view groups on the Boardbook


Modify groups

Changes are easily made in the 'Members' section by selecting a member, clicking on the 'Edit' icon (blue pencil) and removing, respectively adding new groups. By default, new members have access to all upcoming meetings of a group, but not to the archived meetings of a group. You may manually give access to members by adding them to the details section of any meeting, preferably as 'Viewers'. Please remember when using the delete function, this will completely remove the member from the Boardroom.

How to manage groups: add a member to a group

How to manage groups: add a member to a group

How to manage groups: add groups to a member

How to manage groups: add groups to a member


Reduce permissions

You may limit access rights, by defining specific permissions, to those members who should not have access to all meeting documents. This can be done either by limiting access to an agenda item or a document. Simply click on the 'Permissions' tab, and uncheck the members who should be excluded. The members whose access rights have been limited will view the restrictions in their App.

This feature is not yet active in your Boardroom? Please get in touch with our support - we are happy to activate it for you!


Video: How Admins manage permissions

How Board Members spot access restrictions

How Board Members spot access restrictions 


For more news and best practice recommendations, please visit our Admin Academy.

Insights and Resources

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About Admin Academy

We are happy to announce the launch of the Sherpany Admin Academy- a repository of knowledge for the optimal usage of Sherpany Boardroom. Here, we will regularly provide our Administrator Community with news and best practice recommendations for the optimal administration of the Boardroom.

Our common goal? 
Smooth and efficient meeting set up and fully satisfied meeting attendees.

 

You can look forward to:

  • tricky features easily explained
  • announcements of crisp webinars and intuitive tutorials
  • invitations for participating in user tests and providing feedback to our product management
  • & much more.

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