User Manual

Guides for board members, moderators, and administrators.

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Accounts & Security

Manage your profile, photo, bio, two-factor authentication, and review sign-in activity.

Org AdminBoard MemberModerator / Secretary

Your Profile

Open Account from the header. From there you can update:

  • Display name — used across agendas, votes, and the public roster.
  • Profile photo — shown on the public board roster when your organization enables photos.
  • Biography — a short paragraph shown on your public board member page, when enabled.

Photos and bios only appear publicly if your organization has turned those options on in the public portal settings.

Two-Factor Authentication

Two-factor settings live under Account. You can view your current enrollment and re-enroll a new device.

  1. Go to Account and open the security section.
  2. Choose to reset or re-enroll your authenticator.
  3. Scan the new QR code with your new device and confirm with a six-digit code.

Re-enrolling replaces your previous device immediately. Complete the process on the new device before discarding the old one.

Sign-In Activity And Lockouts

Administrators can review the Sign-In Activity log for their organization. It shows successful and failed sign-in attempts and administrative actions.

Accounts lock automatically after three failed sign-in attempts within five minutes. Lockouts clear on their own after a short period, and administrators can reset two-factor enrollment from the same log if someone is genuinely locked out of their authenticator.