Setting Up Your Board

The Board Setup page lets you add all your committees and directors in one place during initial setup. This is typically the first thing you'll do after creating your organization.

Accessing Board Setup

Board Setup is available from the Getting Started checklist on your dashboard while your organization is in Setup Mode. Click "Add people" to open it.

Adding Committees

Use the Committees section to create any committees your board needs (e.g., Audit Committee, Compensation Committee). Click Add Committee and enter each committee name. Press Enter to quickly add another.

You can always create more committees later from the Groups page.

Adding Directors

Each director entry lets you enter:

• Full Name — The director's display name
• Email — Their email address (used for invitations)
• Board Position — Their role on the board, such as Chair, Secretary, Treasurer, Member, Observer, or Staff. Most directors are Members. See Assigning Board and Committee Roles for every role and what it allows.
• Date Appointed — Optionally record when the director joined the board
• Committee Assignments — Assign the director to one or more committees with a specific role in each

Click Add Director to add more entries. You can remove any entry with the X button.

Committee Assignments

Directors can serve on multiple committees. For each committee assignment, select the committee and the director's role within that committee. Click Assign to Committee within a director entry to add another assignment.

What Happens When You Save

• All committees and directors are created at once
• Each director gets an organizational role of "Director" at the Member access level
• No invitations are sent yet — invitations go out when you launch your organization from the Review & Launch page

Non-Board Committee Members

The Board Setup page is designed for adding board directors — each person added here receives a board membership. If you need to add people who serve on committees but are not on the board (e.g., external advisors, management representatives, or independent experts), you can add them individually after setup:

1. Add the person from the People page
2. Navigate to the relevant committee
3. Add them as a committee member

Tips

• You don't need to add every director now. You can always add more people individually from the People page.
• Only one Chair, Secretary, and Treasurer is allowed per board or committee. The form will warn you if there's a conflict.
• Duplicate email addresses are flagged automatically.