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Quick Adoption

Simple steps to hit the ground running

BoardCloud Quick to Setup

It is quick and easy to setup a fresh system. In fact, BoardCloud setup instructions are easy enough to fit on a single A4 or Letter sized page.

Once your on-board instructions have been emailed to you, the admin (first) user needs to login to the portal and follow the instructions in the on-boarding email.

First, some basic system data needs to be entered, These will not take you long, and are:

  • personalise the system by uploading a logo
  • add some committee members (the system will auto-invite them at the same time)
  • optionally, add company members who are not committee members and will perform editor roles
  • setup your board, committees and assign members at the same time

Then you are ready to setup your first meeting!

There is a one-page setup guide which you can follow. This guide has links to more detail, should you require it. Click here

Of course, you are welcome to reach out to our support staff at any time. You can use this link to contact us: Click here