There are five user roles in Board.Vision:

  1. Administrator
    Typically, a corporate secretary, an Administrator is responsible for:

    • Creating user accounts

    • Managing user groups

    • Scheduling meetings

    • Preparing resolutions

    • Uploading board papers


  2. There are four types of Administrators:

    • Product Owner

    • Super Administrator

    • Elevated Administrator

    • Normal Administrator
      Click here to learn more about Administrator types.


  3. Business User
    A Director or Board Member who accesses Board.Vision via iPad, iPhone, Android device, or desktop/laptop to:

    • View board packs

    • Approve resolutions

    • Vote on meeting availability


  4. Executive Assistant
    A Business User’s personal assistant who can:

    • Vote on behalf of the Business User for meeting availability

    • Send reminders to the Business User regarding pending approvals or upcoming meetings.


  5. User Manager
    An administrator role with access limited to the Users module. The User Manager is responsible for:

    • Creating new user accounts

    • Deactivating existing users


  6. Auditor
    A user authorised to:

    • View specific Meeting Minutes

    • Access Approval Supporting Documents and Certificate of Completion (CoC) reports

    • View all data in the Registers module

Important Note:
You can assign dual roles to a user, for example, a user can be both an Administrator and a Business User.