Global Settings & Access Rights Settings

The Global Settings module in Board.Vision allows Administrators to configure notification reminder schedules, security settings, document settings, SmartSign options, and dashboard widgets.

Section 1: Notification & Reminder Automation

Configure automated reminders across Approvals, Meetings, and Planning Schedules to ensure board members never miss critical deadlines.

How Reminders Work

• Scheduled Reminders: Triggered at fixed interval milestones prior to a deadline (e.g., 2 days before expiration).
• Recurring Reminders: Triggered on a repeating frequency until the action is completed (e.g., Daily or every alternate days at 9:00 AM).

Setting Up Reminders Across Modules

• Click your Profile Picture at the top right, then select Global Settings.
• Under the Approvals, Meetings, or Schedules Settings, configure reminder logic:

• • Scheduled Reminders: Toggle ON > Select the notification threshold (e.g., 24 hours before deadline).
  • Recurring Reminders: Toggle ON > Select frequency interval (Daily; 2 or Weekly; 7) and set execution time.

Section 2: Security & E-Signature Controls

2.1 Mobile App 4-Digit PIN Authentication

Enforce or relax passcode security for Directors logging into the iOS/Android mobile apps:

1. Go to Global Settings > Security Settings.
2. Locate Require 4-Digit PIN for Mobile Users:
   • Enabled: Directors must enter a PIN every time they launch the app.
   • Disabled: Directors bypass PIN verification upon app open.

2.2 Masking User's Contact Information

• Go to Global Settings > Security Settings.
• Enable "Mask all users contact information".

2.3 SmartSign Signature Type & OTP Requirements

Specify allowed e-signature formats for formal board approvals:

1. Go to Global Settings > SmartSign Settings.
2. Under Signature Types, select one or more options:
   • Type Signature
   • Draw Signature
   • Upload Signature
3. Under One-Time Password, configure the default OTP method for viewing SmartSign documents.
4. Under Other, toggle "Allows the preparer to resolve the SmartSign document prior to completion by all signatories" to ON.

Section 3: Meeting Workflow Automation

Eliminate manual administrative work by allowing the system to finalise completed meetings automatically:

• Go to Global Settings > Meeting Closure Control.
• Toggle "Set Automatic Finalise Meeting" to ON.
• Specify the buffer period (e.g., 7 days post-meeting).

Section 4: Admin Dashboard Customisation

Creating a Custom Widget

• Go to Global Settings > Additional Module Settings.

• Click the Pen icon.
• Enter the Type and Name (e.g., Revenue Dashboard or HR Dashboard).
• Insert the data source (e.g Power BI URL)

Section 5: Assign a Sub-Role to an Administrator

Grant specific administrative duties by assigning a custom sub-role.

• Navigate to Administrator Access Settings > Find the target administrator and click Select  Assign Sub-Role.

Administrator Assignment Permissions Matrix

• Product Owner: Can assign Normal Administrators the Product Owner, Super Administrator, or Elevated Administrator sub-role.

• Super Administrator: Can assign Normal Administrators the Elevated Administrator sub-role only.

• Normal & Elevated Administrators: Cannot assign sub-roles.

If you face any issues, please reach out to our Board.Vision Customer Success Team at support@board.vision or +65 6909 7100 and we will be happy to help.

Our hotline operating hours are from Mondays to Fridays 9:00 AM to 6:00 PM SGT (excluding public holidays).