User Manual

Guides for board members, moderators, and administrators.

Download / Print Manual

Public Portal

What the public sees, and how to enable or disable each part of it.

Org Admin

What The Public Portal Is

Every organization has an outward-facing site at /org/your-slug. It is the transparency face of your board: meetings, agendas, board members, and policies.

Private Organizations

Some organizations — often companies and nonprofits — do not want any public site at all. Turn on Private Organization in Public Site settings and the whole portal closes: anyone visiting /org/your-slug sees a sign-in screen instead of meetings, rosters, policies, or documents.

Private mode overrides every other public setting. Members continue to work normally in the Board Workspace after signing in.

Public And Private Boards

Each board or committee has its own Public / Private switch in Boards And Committees. The switch appears in the board list and in the new-board row, so you can set visibility when you create the board or change it later.

  • A private board is hidden from the public site, along with its meetings and documents.
  • New meetings filed under a board start with that board's setting.
  • Any single meeting can be switched to Public or Private on its own from the Visibility card in the meeting workspace.

Visibility is layered: the organization setting wins, then the board, then the meeting, then each agenda item, document, and set of minutes.

Tabs You Can Enable Or Disable

  • Board Members — the roster, shown first by default, as cards.
  • Meetings — upcoming and past meetings with public agendas and approved minutes.
  • Policies — a searchable policy library.
  • Search — full-text search across public content.

Each area can be turned on or off from the public portal settings in the admin area.

Board Member Visibility

You control how much of each member's profile is public:

  • Show or hide member photos.
  • Show or hide biographies.
  • Show or hide contact details.

Roster order is set manually by administrators, so your chair, vice-chair, and members appear in the order your board expects.

What The Public Can Never See

  • Internal board-only notes on agenda items.
  • Meetings, items, minutes, or attachments not marked public.
  • Organization contact email and phone, unless contact display is enabled.
  • Sign-in activity, audit logs, and member management screens.

Non-public files are never served by a direct public URL. Authorized downloads use short-lived secure links and are logged.