Board Portal
A board portal is a secure area within your intranet where directors and senior leadership can access board packets, meeting materials, minutes, strategic plans, and other confidential documents. It centralizes communication and simplifies governance workflows for your board of directors.
In banks and credit unions, the board portal plays a critical role in securely distributing sensitive information while maintaining access control, auditability, and ease of use. It eliminates the need for email attachments or printed board books - and ensures that directors are always working from the latest version.
Why It Matters
Board members often operate remotely or on varied schedules. A dedicated board portal gives them one trusted place to review documents, respond to communications, and prepare for meetings - without putting data at risk.
It also helps administrators manage updates without the chaos of reply-all emails or confusion about version history. Everything is stored in one secure, versioned space with proper access control.
Common Board Portal Features
- Downloadable and versioned board packets
- Private access only for directors and executives
- Meeting calendars, agendas, and archived minutes
- Optional policy acknowledgment for board-level documents
How SimplifyIT Helps
- Private board sections with granular access controls
- Customizable board packet layout with version control
- Secure login options including MFA and Azure AD integration
- Simple upload tools for admins, and easy viewing for directors
Learn how SimplifyIT provides a secure, modern board portal