Who can do what in BoardSpace

Every person on a board has a position, and the position decides what they can see and change.

Select your role

Select a role above to highlight what it can do in the table below.

Super Admin

An organization-level role. Super Admins add boards, committees, managers and staff for the whole organization. On any board or committee they’re added to, they have the same access as that board’s Admin.

Permissions

Can Can’t If shared Only in that case

What you can do	Admin	Recording Secretary	Board Member	Owners / Members
Board setup
Add or remove board members	Yes	No	No	No
Update the board profile	Yes	No	No	No
Create document tags	Yes	Yes	No	No
Manage (edit, delete) tags	Yes	No	No	No
Agendas & minutes
Create agenda templates	Yes	Yes	No	No
View agenda templates	Yes	Yes	Yes	No
Edit agendas and minutes	No	Yes	No	No
View agendas	Yes	Yes	Yes	Yes
View draft minutes	Yes	Yes	Yes	Annual & special meetings
View approved minutes	Yes	Yes	Yes	Yes
Approve motions	No	No	Directors & Members	No
Documents
View documents	Yes	Yes	Yes	Unless restricted
Upload documents	Yes	Yes	Yes	No
Delete documents	Yes	Yes	No	No
Actions
View actions	Yes	Yes	Yes	No
Add actions from the minutes	No	Yes	No	No
Add actions from the Actions page	Yes	Yes	Yes	No
Be assigned an action	No	Yes	Yes	No
Update actions assigned to you	No	Yes	Yes	No
Update any action	Yes	No	No	No
Delete actions	Yes	Yes	No	No
Events
View events	Yes	Yes	Yes	If shared
Create events	Yes	Yes	Yes	No
Edit or delete events	Yes	Yes	No	No
Notifications & search
Send notifications	Yes	Yes	Yes	No
Receive notifications	Yes	Yes	Yes	If sent to them
Search with Find	Yes	Yes	Yes	No
Polls
Create and edit polls	Yes	Yes	Yes	No
Be invited to vote	Yes	Yes	Yes	Yes
View poll results	Yes	Yes	Yes	If invited

Good to know

Board Member covers Director, Member, Officer and Manager. They all have the same access, except that only Directors and Members approve motions.
More than one position. People can hold several positions and get the combined access of all of them.
Seeing how people voted is set on each poll, not by role. Public polls show every vote. Private polls show none.
Owners / Members means the organization’s general membership, such as unit owners. It is not the Member board position.