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Board - Manage Admin Portal Settings
Board - Manage Admin Portal Settings

How to manage your Admin Portal settings including company details and screen timeout settings

Angelica Medallo avatar
Written by Angelica Medallo
Updated over a week ago

As an Administrator, you can edit your Admin Portal settings at any time.

Select the Profile icon to the right of your name and select Company Settings.

Compant settings

Company Details & Logo

Add your company logo and edit your company details, these will be included in any binder or minutes exports.

Screen Timeout

Select the period of inactivity before admin portal is automatically logged out

session timeout

Current to Previous handling

Select a rule to determine when binders will be moved from Current to Previous

current to previous handling

Days After Meeting

X days after the binder meeting date.

Board Year End

After the selected Year End date.

End of Financial Year

After the selected End of Financial Year date.

End of Calendar Year

After the End of the Calendar Year ie. 31 December.

⚠️ Good to know:

  • Once a binder is moved to Previous it will be read-only.

  • The binder cannot be moved back to the Current tab.

  • By default, Current binders will be moved to Previous at the end of the Calendar Year.

  • Any binders that meet the rule will be moved to Previous overnight.

After editing settings, select Save on the top right

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