Feature Guide

Plain-Language Feature Guide

What each part of the portal is for

Use this page like a road map. Start with the job you need to do, then open the matching section.

Quick Task Map

What are you trying to do?

I need to see what is due

Open Dashboard

I need to read the next packet

Open Meetings

I need to cast a vote

Open Voting

I need a policy or past minutes

Open Governance

I need to finish annual paperwork

Open Compliance

I am not sure where to go

Stay in Help Center

Dashboard

Your home base

Start here every time you sign in.

• See your next meeting and your most important tasks.
• Open the section you need without clicking through every menu.
• Spot anything waiting on you, like a vote or policy acknowledgment.
• Use it as your reset point whenever you feel lost.

Meetings

Packets, agendas, and meeting details

Go here before a board or committee meeting.

• Meeting Schedule shows upcoming and past meetings.
• Open a meeting workspace to read the agenda and meeting details.
• Download the packet if you want to read it later or print it.
• Use this section first when you are preparing for a meeting.

Governance

Find policies, minutes, and official records

Go here when you need the official document, not just a summary.

• Documents holds policies, bylaws, packets, and minutes.
• Use it when someone says, "Can you pull up the latest approved version?"
• Resolutions lets you read official board actions.
• This is the best place to look for past materials and formal records.

Voting

Cast board votes clearly and on time

Go here when the board needs your response.

• Voting shows open votes and deadlines.
• Open the vote, read the question, then choose For, Against, or Abstain.
• If you need more context, open the linked meeting or resolution first.
• When the vote is complete, this page also shows the final result.

Compliance

Finish yearly board responsibilities

Go here when the portal asks you to complete a form or sign a policy.

• Compliance Hub is where you handle annual board paperwork.
• Complete your conflict of interest disclosure when it appears.
• Review and acknowledge required board policies.
• If the Dashboard says something is due, this is usually where it sends you.

Members & Committees

See who serves where

Go here when you need to confirm a person, seat, or committee assignment.

• Members shows the roster and your board role.
• Committees shows which members serve on which committees.
• These pages are helpful when you are checking who should receive something or who serves in a given role.
• If anything looks wrong, contact Staff Admin rather than trying to fix it yourself.

Strategy, Financials, Fundraising, and Impact

Oversight pages for board review

Go here when you want the board-level view of how the organization is doing.

• Strategy shows priorities and decision windows.
• Financials shows the board's oversight view of money and reserves.
• Fundraising shows development work, board asks, and the shared tracker where directors keep donor and grant follow-up in one place.
• Impact shows outcome snapshots and reporting.

AI & Research

Optional tools for faster reading and research

You do not have to use these tools to use the portal well.

• AI Hub helps you search and summarize information faster.
• The Internal Assistant is best for board documents already in the portal.
• External Research is for outside research that still needs human review.
• When in doubt, read the official document directly before relying on a summary.

Help & Settings

Where to go when you need support or preferences

These pages help you stay comfortable using the portal.

• Help Center is where you are right now.
• Notifications covers reminder and digest settings.
• Settings is where you review your account preferences.
• If something feels confusing, these are the pages that help you slow down and get your bearings.