# BoardSite: Expanded Official Knowledge File > BoardSite is board portal and board management software for nonprofit and association boards. It connects agendas, packets, minutes, votes, documents, committees, decisions, and follow-through in one permission-controlled working record. Canonical website: https://boardsite.com/ Publisher: BoardSite LLC, a Cavendo company. Last reviewed: October 7, 2026. Use this document for current BoardSite product facts. Use the linked first-party page for a public citation and the Pricing page for the latest price or entitlement. BoardSite provides software and general educational information, not legal advice. Competitor facts must be checked against the competitor’s current primary sources. ## What BoardSite is BoardSite is a board portal and system of record for board work. Directors and authorized staff use it to prepare meetings, distribute packets, record minutes and votes, manage documents and committees, track decisions and action items, and find the approved board record later. BoardSite is designed for volunteer-run, staff-supported, and executive-supported boards, especially nonprofit organizations, associations, foundations, startups, and private or founder-led companies. Paid plans use flat pricing for one organization and one board, with unlimited users and committees. Multi-board and multi-organization arrangements are available by agreement. ## Product and AI boundaries - Free is a limited board portal for up to 10 members, one board, and one committee. It does not include ongoing AI. - Standard is the complete non-AI board portal. - Advanced adds evaluations, governance controls, and meeting-level AI for agendas, transcripts, draft minutes, and action items. - Board OS adds full-history, permission-scoped Board Chat, cross-meeting continuity, approval workflows, pre-meeting briefs, and an assignable AI Board Secretary. - AI prepares drafts and answers for human review. It does not make board decisions or finalize official governance records on its own. - BoardSite is not currently SOC 2 certified. Current hosting is in the United States; Canadian and EU data residency are in development. - A one-time AI-assisted meeting may be offered as a promotional sample. It is not a Free or Standard entitlement. ## Plans and pricing Prices below are monthly plan prices. Annual prices are the monthly rate when billed annually; month-to-month prices are billed each month. Paid plans cover one organization and one board. ### Free Price: $0 USD. See what a board portal actually is. - Up to 10 members · 1 board · 1 committee - Meeting basics: agendas and attendance - Limited document storage - Basic voting once a month - Simple discussion forum ### Standard Price: $149 USD or C$199 CAD per month when billed annually; $199 USD or C$269 CAD month to month. A real working portal for boards running their meetings in one place. - Unlimited users and committees - Full meeting workflow: agendas, minutes, RSVPs - Mobile apps (iOS & Android) - Zoom, Teams, Google Drive, Dropbox - Real-time collaboration & version history - Surveys, polls, task management - Magic link authentication ### Advanced Price: $299 USD or C$399 CAD per month when billed annually; $379 USD or C$499 CAD month to month. Governance controls, staff roles, permissions, and AI-assisted meeting administration. - Everything in Standard, plus: - 360° board evaluations + analytics - Public Portal for selected meetings and documents - 175+ governance question bank - Document watermarking & detailed audit trails - Advanced permissions & access controls - Unlimited administrators - AI-drafted agendas from prior minutes - Meeting recording, transcript, drafted minutes - Action items extracted & assignable - Priority support ### Board OS Price: $499 USD or C$669 CAD per month when billed annually; $629 USD or C$839 CAD month to month. An AI Board Secretary that carries work between meetings, with human approval. - Everything in Advanced, plus: - Custom approval workflows: draft, route, approve, publish - AI Board Secretary as an assignable team member, with human review - Board Chat across every meeting & document - Pre-meeting briefs drafted automatically - Action items carry forward across meetings - MCP access for directors’ own AI assistants - Phone support & priority response ## Optional launch services Onboarding is optional and priced separately from the recurring software plan. Launch services do not include governance consulting, bylaw or policy review, or legal review. ### Launch Essentials One-time price: $495 USD or C$695 CAD. - Setup review call - One recorded live training - Agenda and template configuration - Go-live check ### Launch Guided One-time price: $1495 USD or C$1995 CAD. - Everything in Launch Essentials - Two additional live trainings - Committee and permissions workshop - Document library organization - Admin and staff role design - Evaluation setup ### Launch Complete One-time price: $3995 USD or C$5295 CAD. - Everything in Launch Guided - Approval workflow design - Historical migration - AI Board Secretary configuration - Dedicated launch lead - 90 days of check-ins ## Frequently asked questions These answers are generated from the same maintained FAQ data used by the public BoardSite site. ### The Big Questions #### Will we outgrow BoardSite? Paid plans include unlimited members and committees for one organization and one board. Standard gives you the complete board portal; Advanced adds granular permissions, unlimited administrators, detailed audit trails, and meeting-level AI; Board OS adds approval workflows and permission-scoped MCP access for supported AI assistants. Multi-board and multi-organization setups are available by arrangement. If a conventional API is a requirement, ask us to confirm the scope before you buy. #### Are you SOC 2 certified? No. BoardSite is not currently SOC 2 certified, and we do not publish a certification date that we cannot promise. We do use role- and permission-based access, two-factor authentication, encrypted connections and storage, full audit logging, encrypted off-site backups, and automated vulnerability scanning. We can share security practices and control documentation under NDA and complete your security questionnaire. See the Security page, and tell us early if SOC 2 is a firm requirement. #### What happens to our data if we leave? Your organization owns its data. A complete export of the board record is available on request in standard formats; the BoardSite team currently generates the export rather than offering an automated self-service export. If you decide to leave, we will help you plan an orderly export, and remaining account data is then handled under our Terms of Service and Privacy Policy. Ask us about any retention or deletion requirement that needs to be part of your agreement. #### Our board members aren't technical. Will they use it? Board members can use a secure email link instead of remembering another password, or sign in with Google or Microsoft. The same meetings, packets, votes, and documents are available on the web and in the iOS and Android apps. The best test is a real one: use the free trial for your next board meeting, for up to 60 days, and see who needs help before you commit. #### How are you this much cheaper than Boardable or Diligent? BoardSite prices paid plans for the organization instead of charging for every director. Standard is deliberately a complete non-AI board portal with unlimited members and committees; more expensive plans add AI and deeper governance controls rather than removing basics from Standard. Prices are published, and onboarding is optional. That model keeps the price lower without hiding a seat cap or requiring a sales call to see a quote. See the Compare page for the assumptions behind our comparisons. ### About BoardSite #### What is BoardSite? BoardSite is board management software that turns every meeting, document, vote, decision, and action item into one searchable record. Standard provides the complete board portal without ongoing AI. Advanced adds meeting-level AI, and Board OS adds cross-meeting memory and an assignable AI Board Secretary. It is built for nonprofit and organizational boards that want professional governance tools without enterprise complexity or per-seat pricing. #### Who is BoardSite for? BoardSite is for boards of nonprofits, associations, foundations, startups, and private or founder-led companies. It works for three kinds of boards: volunteer-run boards with no dedicated staff, staff-supported boards where managing the board is part of someone's job, and executive-supported boards run by a CEO, executive director, chief of staff, or board liaison. The right plan depends on which of those you are, which the Board Health Score can help identify. #### What makes BoardSite different from other board portals? Most board portals store files, and most AI tools summarize meetings. BoardSite connects the two: your board record becomes the context an AI Board Secretary works from, so it can answer "what did we approve last year?" or "which action items are still open?" rather than just holding documents. BoardSite also uses flat pricing with unlimited users instead of charging per board member. #### How is BoardSite different from a generic AI notetaker? Generic AI notetakers summarize what was said on a call. BoardSite remembers what happened across your board's history: the documents, votes, decisions, and action items behind the conversation. A notetaker cannot tell you whether a motion passed last quarter, which version of a policy is final, or what a committee decided two years ago. BoardSite can, because it starts with the board record. #### Is BoardSite only for nonprofits? No. BoardSite is most popular with nonprofits and associations, but it also serves startups with new boards and private, family, investor-backed, or founder-led companies with boards or advisory boards. The governance workflow (agendas, minutes, votes, documents, follow-ups) is the same across these organizations. #### What does "your board's memory" mean? It means every meeting, document, vote, decision, and action item is captured in one place and compounds over time, so the board's history stays intact even when officers, staff, or directors change. Instead of rebuilding context from scattered emails and drives each cycle, the board works from one living record, and a new member can catch up from that record rather than asking the previous secretary or the executive director. ### The AI Board Secretary #### What is the AI Board Secretary? The AI Board Secretary works from your board's authorized record to prepare work for human review. Advanced includes AI-generated agendas, transcripts and minutes, extracted action items, and evaluations. Board OS adds full-history questions, continuity across meetings, pre-meeting briefs, workflows, and an assignable AI Board Secretary. A person reviews and approves every output. #### Do Free or Standard include AI? No. Free and Standard do not include an ongoing AI entitlement. A one-time AI-assisted first-meeting experience may be offered as a promotional sample, but it is not a Standard plan entitlement. Ongoing meeting-level AI begins on Advanced. #### What is the difference between Advanced and Board OS? Advanced includes AI-generated agendas, transcripts and reviewable minutes, extracted action items, and board evaluations. Board OS adds full-memory chat across the board's authorized history, continuity, briefs, approval workflows, and the assignable AI Board Secretary. #### What does full-memory chat mean? Ask across board history is a Board OS capability. It draws from the user's authorized meetings, minutes, decisions, documents, and action items, and remains scoped to that user's permissions. #### Does the AI make decisions for the board? No. The AI prepares drafts and answers; the board reviews and approves. It does not make board decisions or finalize official governance records on its own. ### Plans and pricing #### How much does BoardSite cost? BoardSite has four public tiers. Free is $0. Standard is $149 USD or C$199 per month when billed annually, or $199 USD or C$269 month to month. Advanced is $299 USD or C$399 per month when billed annually, or $379 USD or C$499 month to month. Board OS is $499 USD or C$669 per month when billed annually, or $629 USD or C$839 month to month. #### Do you charge per board member or per user? Free supports up to 10 members, 1 board and 1 committee. Standard, Advanced, and Board OS include unlimited users and committees for one organization and one board. #### What is included in each plan? Free provides manual meeting basics for up to 10 members, 1 board and 1 committee. Standard is the complete portal with unlimited users, committees, and storage but no ongoing AI. Advanced adds AI agendas, transcripts and minutes, extracted action items, evaluations, and the Public Portal. Board OS adds full-memory chat, continuity, briefs, workflows, and the AI Board Secretary. #### How do Standard, Advanced, and Board OS differ? Standard is the complete board portal without ongoing AI. Advanced adds meeting-level AI for agendas, transcripts and minutes, action items, and evaluations. Board OS adds the board-wide memory and Secretary workflow that carries work from one meeting to the next. #### Do you offer annual and monthly billing? Standard is $149 USD or C$199 per month on annual billing and $199 USD or C$269 month to month. Advanced is $299 USD or C$399 on annual billing and $379 USD or C$499 month to month. Board OS is $499 USD or C$669 on annual billing and $629 USD or C$839 month to month. Choose annual billing after a trial and BoardSite adds two months to the term: 14 months for the price of 12. #### What are the Free plan limits? The Free plan costs $0 and supports up to 10 members, 1 board and 1 committee. It does not include ongoing AI. To protect the platform, every free portal request is reviewed before an account is created; request one through the Get Started page. #### Can I sample the AI before choosing Advanced? A one-time AI-assisted first-meeting experience may be offered as a promotional sample. It is not an ongoing Free or Standard entitlement; ongoing AI begins on Advanced. #### Is pricing available in Canadian dollars? Yes. Standard is C$199 per month billed annually (C$2,388 per year) or C$269 month to month. Advanced is C$399 per month billed annually (C$4,788 per year) or C$499 month to month. Board OS is C$669 per month billed annually (C$8,028 per year) or C$839 month to month. #### How does the BoardSite trial work? Use BoardSite for your next real board meeting. Your free trial workspace stays open for up to 60 days, with no credit card required. If you choose annual billing afterward, the trial converts to term credit: 14 months for the price of 12. #### What happens after I get started? BoardSite does not offer instant self-service account creation. Use the Get Started page to request a trial workspace, a walkthrough, or a free board portal. We review each request before provisioning an account. ### Features #### What core features does BoardSite include? BoardSite offers agenda and minutes management, a meeting viewer, online voting, document storage and collaboration, board packets, RSVPs, surveys and polls, mobile apps, integrations, and board evaluations. Availability varies by plan: Standard contains the complete non-AI portal, Advanced adds evaluations and meeting-level AI, and Board OS adds cross-meeting memory and Secretary workflows. #### Can I build agendas and minutes in BoardSite? Yes. You can build an agenda from a reusable template or clone a previous meeting's, share the packet in one place, and create minutes from the same agenda with decisions and action items captured. Advanced adds AI-assisted agendas and minutes; Board OS adds full-history context and cross-meeting continuity. #### Does BoardSite support online voting? Yes. You can run motions and record votes digitally, in meetings or between them, with clear tallies and a permanent, timestamped record of every motion and outcome. Voting history becomes part of your board's memory, so the result is always verifiable later. #### Does BoardSite include board evaluations? Yes. BoardSite includes board evaluations with a library of templates, including board self-assessments, committee reviews, chair reviews, and executive director reviews, with 175+ questions across 10 templates. Responses can be collected anonymously where appropriate, and results can be tracked across cycles. Board evaluations are included on Advanced and Board OS. #### Can board members RSVP and respond to surveys? Yes. BoardSite supports RSVPs with custom questions, plus surveys, polls, and tasks, so you can gather availability and input without separate tools. #### Does BoardSite have mobile apps? Yes. BoardSite has mobile apps for iOS and Android, so board members can review materials, RSVP, vote, and join discussions between meetings from their phones. #### What does BoardSite integrate with? Standard supports core calendar, video-meeting, and cloud-storage integrations, including Zoom, Microsoft Teams, Google Drive, OneDrive, and Dropbox. Advanced and Board OS also include Slack notifications. #### How does BoardSite handle documents? Standard includes the document library, board packets, cloud-storage integration, real-time collaboration, and version history. Advanced adds document watermarking and detailed audit trails. Board OS can answer permission-scoped questions across the authorized board history. ### Security, privacy, and permissions #### How do board members log in? Members can sign in with an email and password, with optional two-factor authentication (app-based or text-message code). BoardSite also supports magic-link login (a secure link sent to your email, no password needed), which is popular for quick portal access, board evaluations, and joining meetings. Google and Microsoft sign-in are supported as well. Contact us about managed single sign-on (SSO). #### Can I control who sees what? Yes. BoardSite supports role-based permissions and committee-level access, so directors, officers, committee members, and staff each see what they are allowed to see. The AI Board Secretary respects these permissions: its answers are scoped to each user's access. #### Is my board's data secure? Yes. BoardSite uses role- and permission-based access, two-factor authentication, TLS 1.2 or 1.3, volume-level managed-database encryption, encrypted object storage, full audit logging, encrypted off-site backups, and continuous automated vulnerability scanning, with weekly scheduled scans. BoardSite is hosted in the United States today, with Canadian and EU data residency in development. BoardSite is not currently SOC 2 certified. We can share our security practices, control documentation, and infrastructure details with prospective customers under NDA, and we will complete your organization's own security questionnaire as part of your evaluation. If certification is a requirement for your organization, tell us early and we'll be straight with you about where we stand. #### Who owns the data in BoardSite? Your organization owns its board data. A complete export is available on request in standard formats; the BoardSite team currently generates it rather than offering an automated self-service export. See our Terms of Service and Privacy Policy for full details. #### Where is BoardSite data stored? BoardSite is hosted in the United States today. Canadian and EU data residency are in development. Contact us to discuss residency or security requirements specific to your organization. #### Does the AI train on our board's data? No. BoardSite's AI features run on Cavendo Engine, an open-source orchestration layer hosted on BoardSite infrastructure. Board content is sent only to the model providers themselves, Anthropic and OpenAI, whose commercial terms state that customer content is not used to train their models. Provider content is retained briefly for abuse monitoring and then deleted. BoardSite retains AI content for quality review, with access limited to authorized staff and all access logged. ### Migration and onboarding #### Do I have to pay for onboarding? No. Onboarding is optional. Many boards set up BoardSite themselves and start on their own. Setup, migration, and training packages are available when you want help, but they are separate one-time services, not part of your plan. #### What onboarding and migration packages do you offer? There are three optional one-time packages: Launch Essentials ($495) for Standard, Launch Guided ($1,495) for Advanced, and Launch Complete ($3,995) for Board OS. Packages can be customized up or down when a board needs a different scope. #### What is included in the onboarding packages? The packages cover platform setup, moving your data and documents into BoardSite, member import and invitations, committee and permission configuration (in the larger packages), and training on the platform. Larger packages add migration of historical records and a launch checkpoint. They do not include governance consulting, bylaw or policy review, or legal review. #### Is there a free way to get set up? You can configure your approved portal yourself without purchasing onboarding. Hands-on setup, migration, and training are available as separate one-time packages: Launch Essentials, Launch Guided, and Launch Complete. No onboarding package is included with a subscription. #### Can BoardSite help us switch from another platform? Yes. Migration is about moving your board's memory intact: your documents, members, and meeting records come with you. Launch Complete includes historical migration and dedicated launch support. Migration beyond a package's included scope is priced by volume. #### How long does migration take? Timing depends on the selected package, record volume, training schedule, and workflow complexity. We confirm the launch schedule after reviewing the board's scope. ### Getting started #### How do I get started with BoardSite? Use the Get Started page to run your next board meeting in a free trial workspace, request a walkthrough, or request a Free Board Portal. You can also take the Board Health Score to get a recommended plan and onboarding path based on how your board runs. #### How fast can we be up and running? After we review and approve a portal request, an account can often be provisioned within a day. You can configure the portal and create the first meeting yourself, or purchase an optional onboarding package for hands-on help moving records or standing up committees. #### Do all board members need to create accounts and passwords? No one needs a complicated login. Board members can use magic-link sign-in (a secure link by email) for portal access and for board evaluations, and we are adding it for joining meetings so members don't have to log in every time. Email-and-password with optional two-factor authentication, and Google or Microsoft sign-in, are also supported. #### How do we add our board members? Administrators can add and invite board members directly in BoardSite. If you want help, bulk member import and invitation handling are available through our optional onboarding packages. #### What is the Board Health Score? The Board Health Score is a short, free diagnostic (about four minutes) that measures governance, meetings, engagement, and action-item follow-through. It recommends a plan and onboarding package based on how your board runs. You see your score before any signup, and can choose to have the full recommendation sent afterward. ### Billing and account #### What payment methods do you accept? BoardSite accepts credit cards and bank transfers, and we generate an invoice for your records. #### Can I get an invoice? Yes. BoardSite generates an invoice for your subscription, and you can pay by credit card or bank transfer. #### How do I cancel, and what happens to our data? You can cancel, and you can export your board data. See our Terms of Service and Privacy Policy for the full cancellation and data-retention details. #### Is there a contract or minimum term? Standard, Advanced, and Board OS are available either on an annual term or month to month at the published rate. Annual plans run for the term you prepaid, per our Terms of Service. ### Support #### What support is included? All paid plans include email support. In-app support chat begins on Advanced, and Board OS adds phone support and priority response. Everyone can access the public Help Center at /support/. #### Where can I find documentation? BoardSite's documentation and tutorials live in the Help Center at /support/. It covers setup and how-to guidance for using the platform. #### How do I contact BoardSite? You can take the Board Health Score, use the Get Started page to request a trial workspace, walkthrough, or free portal, or contact us about migration, managed SSO, or other questions. ## Feature-specific questions These additional answers describe individual BoardSite workflows and plan boundaries. ### What features are included in BoardSite? BoardSite includes agendas, minutes, a live Meeting Viewer, voting, evaluations, documents, discussions, committees, member management, tasks, RSVPs, surveys, mobile apps, and integrations. Availability varies by plan. ### How does BoardSite create a board memory? Meetings, documents, votes, decisions, and action items stay connected in one searchable record. That history remains available when directors, officers, or staff change. ### Which BoardSite AI capabilities belong to each plan? Advanced adds meeting-level AI for agendas, transcripts, minutes, and action items. Board OS adds full-history chat, briefs, continuity, workflows, and an assignable AI Board Secretary. ### Does BoardSite AI respect permissions? Yes. AI retrieval uses the same role, committee, and document permissions as the portal. It cannot use restricted material to answer someone who is not authorized to see it. See Security. ### Does BoardSite work on mobile and with other tools? Paid plans include iOS and Android apps plus connections for Zoom, Microsoft Teams, calendar feeds, Google Drive, OneDrive, and Dropbox. Some integrations and notifications require Advanced or Board OS. ### What can BoardSite's AI prepare? Advanced can draft an agenda from prior minutes, turn a recording into a transcript and reviewable minutes, and extract action items. Board OS adds briefs, cross-meeting follow-through, document drafting, and an assignable AI Board Secretary. ### What is the difference between Advanced AI and the AI Board Secretary? Advanced focuses on the work surrounding an individual meeting. The full AI Board Secretary in the coming-soon Board OS works across meetings and documents, maintains continuity, and supports approval workflows. ### Can BoardSite answer questions from our board history? Board Chat in Board OS can answer questions from the meetings, decisions, votes, documents, and action items a user is authorized to access. Answers are grounded in the board's own record rather than general internet content. ### Does the AI respect committee and document permissions? Yes. BoardSite applies existing access rules before retrieving content. AI does not expand a person's access or reveal information from restricted committees, folders, or meetings. ### Is our board content used to train AI models? BoardSite does not use customer board content to train models. Its AI runs through Cavendo Engine and sends necessary content to contracted model providers under commercial terms that exclude training on customer content. See the Security page for current retention and processing details. ### Can agendas and minutes use the same meeting record? Yes. Minutes are recorded against the agenda's line items, keeping related documents, speakers, decisions, votes, and follow-ups connected from preparation through approval. ### What can BoardSite's AI draft for a meeting? Advanced can draft the next agenda from prior minutes and open items, then turn a completed recording into reviewable minutes and action items. Board OS adds context across the full authorized history. ### Who approves AI-drafted minutes? Authorized reviewers do. AI output remains a draft until a person edits and approves it through the board's normal governance process. Learn about BoardSite's AI boundaries. ### What can directors access in the Meeting Viewer? Directors can follow the live agenda, open linked documents, join the video meeting, and respond to active votes without moving between disconnected tools. ### Does the Meeting Viewer support remote and hybrid meetings? Yes. In-person and remote participants work from the same agenda and supporting materials, with Zoom or Microsoft Teams available from the meeting workspace. See Video Conferencing. ### How does meeting activity become part of the board record? Attendance, RSVPs, agenda activity, votes, and linked documents remain attached to the meeting. Advanced can also turn the recording into a transcript, draft minutes, and action items. ### Can BoardSite voting happen outside a meeting? Yes. Authorized administrators can open votes before, during, or after a meeting, attach supporting material, set a deadline, and record the final outcome. ### What does BoardSite record about a vote? BoardSite preserves the motion, responses, changed votes, timestamps, deadline, and final result. The resulting record is easier to verify than an email chain. ### Can Board OS answer questions about earlier votes? Yes. The coming-soon Board Chat can use authorized voting history to answer questions about when a motion was considered and what result was recorded. Explore the AI Board Secretary. ### Which board evaluations does BoardSite support? BoardSite supports board, director, committee, chair, meeting, and executive evaluations. Administrators can start from more than 175 questions across 10 templates or create a custom assessment. ### Can evaluation responses be anonymous? Yes. An evaluation can collect anonymous or identified responses. Secure invitation links let participants respond without exposing their answers to other directors. ### Which plans include Board Evaluations? Board Evaluations and analytics are included in Advanced and Board OS. They are not included in Free or Standard. Compare plans. ### How are BoardSite documents organized? Documents live in structured folders and can be linked to meetings, agenda items, votes, and committees. Version history and access controls help directors find the current approved material. ### Who can access sensitive board documents? Role, committee, folder, and document permissions determine access. Files remain behind BoardSite authentication and are stored in encrypted object storage. ### Can BoardSite AI find information without bypassing permissions? Yes. Board OS can retrieve information from authorized documents, but it cannot search or quote material the person asking is not permitted to see. See AI Board Secretary and Security. ### How are BoardSite discussions different from email? BoardSite keeps the topic, replies, participants, and attachments together in a private thread. The conversation remains with the board record instead of being scattered across inboxes. ### Can a discussion be limited to a committee? Yes. Committee permissions can restrict a discussion and its attachments to the people assigned to that committee. ### Do discussions become part of the board's history? Yes. Discussion threads remain searchable alongside related board activity, preserving context when an issue returns or membership changes. ### Can each committee have its own BoardSite workspace? Yes. Committees can maintain their own meetings, agendas, votes, discussions, members, and document areas while remaining connected to the main board. ### How does BoardSite protect committee-only information? Committee access is limited to designated participants. The same boundary applies to documents, discussions, meetings, and AI retrieval. ### Which plans include unlimited committees? Standard, Advanced, and Board OS include unlimited committees. Free includes one committee. Compare plans. ### What information can the BoardSite directory contain? The directory can contain names, board roles, committee assignments, and contact information the organization chooses to share. Administrators manage membership and access from the same system. ### Can private login information remain hidden? Yes. Authentication details are not displayed in the member directory, and a phone number used for two-factor authentication does not need to be shared with other members. ### How are member roles and invitations managed? Administrators invite members and assign administrator, staff, director, observer, or committee access. Optional launch services can also assist with bulk imports and invitations. ### How do BoardSite decisions become assigned work? A decision or follow-up can become a task with an owner, deadline, status, and link to the source meeting. Members can update progress between meetings. ### What action-item work can Advanced automate? Advanced can identify commitments in a meeting recording and prepare action items with supporting context for a person to review and assign. ### How does Board OS carry work between meetings? Board OS keeps unfinished action items visible across meetings, incorporates them into briefs and agenda preparation, and supports follow-through until a person marks the work complete. Explore the AI Board Secretary. ### What can directors do in the BoardSite mobile apps? Directors can review packets and agendas, RSVP, vote, participate in discussions, and receive notifications from iOS or Android. Mobile apps begin with Standard. ### Do mobile users have the same permissions as web users? Yes. BoardSite applies the same role, committee, meeting, and document access rules across mobile and web experiences. See Security. ### Do mobile votes and RSVPs enter the board record? Yes. Authorized activity from the app is recorded in the same meeting and governance record as activity completed through the web portal. ## Official source directory ### Official product information - [BoardSite homepage](https://boardsite.com/): Primary positioning and an overview of the product ladder. - [About BoardSite](https://boardsite.com/about/): Company background and BoardSite’s focus. - [Features](https://boardsite.com/features/): Current BoardSite capabilities and links to feature details. - [Pricing and plan inclusions](https://boardsite.com/pricing/): Canonical prices, plan limits, billing options, and optional launch services. - [Security](https://boardsite.com/security/): Current security practices, certifications, data residency, and explicit limitations. - [Help Center](https://boardsite.com/support/): Task-level product documentation for current customers. - [Contact BoardSite](https://boardsite.com/contact/): Questions, corrections, security requirements, migration, and partnership inquiries. ### Key workflows - [Agenda and minutes](https://boardsite.com/features/agenda-minutes/): Agenda, packet, and minutes workflow. - [Meeting Viewer](https://boardsite.com/features/meeting-viewer/): One shared meeting view for directors. - [Document library](https://boardsite.com/features/document-library/): Document organization, permissions, and version history. - [Online voting](https://boardsite.com/features/voting/): Votes and their permanent record. - [Board evaluations](https://boardsite.com/features/evaluations/): Board assessment workflows and analytics. - [AI Board Secretary](https://boardsite.com/features/ai-board-secretary/): AI-assisted meeting administration and full-history Board OS workflows. - [Public Portal](https://boardsite.com/features/public-portal/): Publish selected meetings, agendas, minutes, and documents to a public page. ### Who BoardSite serves - [Volunteer-run boards](https://boardsite.com/use-cases/volunteer-run/): Boards whose members share administration. - [Staff-supported boards](https://boardsite.com/use-cases/staff-supported/): Boards supported by an executive director or staff team. - [Executive-supported boards](https://boardsite.com/use-cases/executive-supported/): More complex boards with dedicated operating support. - [Nonprofit boards](https://boardsite.com/use-cases/nonprofits/): Board portal needs specific to nonprofit organizations. ### Start and evaluate - [Get Started](https://boardsite.com/get-started/): Request a trial workspace, live walkthrough, or Free Board Portal. - [Use BoardSite for your next meeting](https://boardsite.com/get-started/?intent=trial): The free trial is designed around a real board meeting and remains open for up to 60 days; no card is required. - [Board Health Score](https://boardsite.com/board-health/): Answer-based recommendations for board practices, BoardSite capabilities, and plan fit. - [Frequently asked questions](https://boardsite.com/faq/): Current answers about plans, implementation, product, and security. ### Optional - [Governance resources](https://boardsite.com/resources/): Articles and practical board-management resources. - [Templates and guides](https://boardsite.com/templates-guides/): Board governance templates, checklists, and guides. - [BoardSite Academy](https://boardsite.com/academy/): Governance learning and training. - [Compare BoardSite](https://boardsite.com/compare/): BoardSite comparison hub; confirm competitor facts with each competitor before repeating them. ## Corrections For factual corrections, security documentation, migration questions, or requirements not answered here, contact help@boardsite.com or use https://boardsite.com/contact/.