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Managing Committees, Committee Roles, and Board Member Terms in BoardX Meetings

Managing Committees, Committee Roles, and Board Member Terms in BoardX Meetings

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Written by Irene

In this article, we will walk you through how to add, edit, and delete committees, manage committee roles and permissions, and track board members' roles and terms. These features ensure that your board structure is well-organised and that responsibilities are clearly assigned within BoardX Meetings.

Adding a Committee

To create a new committee, follow these steps:

  1. Navigate to the Committees tab on the left-hand side of the screen.

  2. Click + Committee in the top-right corner.

  3. A committee creation page will open. Fill in the necessary details:

    • Committee Name – Enter the name of the committee.

    • Committee Owner – Assign an owner who will oversee the committee.

    • Quorum – Define the minimum number of members required for official decision-making.

    • Members – Add users to the committee.

    • Remove Members - Select the X next to their name to remove them from the committee

    • Visibility – Choose whether this committee should be visible to the board.

  4. Assign a Committee Admin by toggling the admin rights switch next to a user’s name.

  5. Click Save to finalise the setup.

Editing a Committee

To make changes to an existing committee:

  1. Go to the Committees tab on the left-hand navigation bar.

  2. Select the committee you wish to edit.

  3. Click Edit.

  4. Modify any necessary details such as membership, ownership, or quorum settings.

  5. Click Save to update the changes.

To remove a user from a committee, simply click the X next to their name and confirm the removal.

Deleting a Committee

There are two ways to delete a committee:

Option 1: From the Committees Page

  1. Navigate to the Committees tab.

  2. Locate the committee you wish to delete.

  3. Click the ellipsis (⋮) menu next to the committee’s name.

  4. Select Delete and confirm the deletion.

Option 2: From the Committee’s Details Page

  1. Open the committee by clicking on its name.

  2. Click Delete.

  3. Confirm that you wish to delete the committee.

Note: Deleting a committee will remove all associated members and roles, but past meeting records related to the committee will remain in the system.

Assigning Committee Admin Rights

To grant admin rights to a regular committee member:

  1. Go to the Committees tab.

  2. Select the committee where you want to assign an admin.

  3. Click on People at the top of the page.

  4. Click Edit.

  5. Toggle Admin Rights for the selected user.

  6. Click Save.

To remove admin rights, simply untoggle the setting and save the changes.

Need Help?

If you have any questions or need further assistance, please reach out to our support team by clicking the orange circle in the bottom-right corner of your screen.

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