1. General Information


1.1 Board.Vision Supported Devices and Browsers

Overview of compatible devices, operating systems, and browsers for the best experience. 


1.2 Different User Roles on Board.Vision

Explanation of different user roles: Administrators, Business Users, Executive Assistants, User Managers or Auditors.


1.4 Activating your Board.Vision Account 

Step-by-step instructions for account activation via email and password.


Guide on logging in through SSO-enabled corporate accounts.

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2. Users


2.1 View the List of Users

Guide on viewing the list of Board.Vision users within the company.

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3. User Groups


3.1 View List of User Groups

Guide on viewing the list of Board.Vision user groups your Director is a member of.

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4. Planning & Scheduling


4.1 Vote and Propose an Alternate Date for an Upcoming Board Meeting 

How to vote and propose an alternate date for an upcoming meeting on behalf of your Director.


4.2 Change your Votes on Director's Available Dates

How to change your previous votes before the deadline.


4.3 View Participants' Votes

How to view other Business Users' votes.


4.4 View the Finalised Meeting Date

How to view the finalised meeting date.

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5. Meetings & Events 


5.1 How to View Meeting Information

How to view meeting information and documents.


5.2 How to Notify your Director of an Upcoming Meeting

How to notify your director of an upcoming meeting.

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6. Approvals


6.1 Send a Reminder to your Director to Act on an Approval

How to send a reminder to your director to submit the Approval response.

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7. User Account Menu


7.1 My Profile 


7.2 View your Activity Logs

7.3 Terms of Use (TOU)

7.4 Privacy Policy

7.5 Release Notes

7.6 Switching Companies

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8. Support or Help