Access Management
Control exactly who sees what, down to the document
Granular role-based permissions, from company administrators down to individual committee roles.
Board Access
12 people, 3 role types
2
Admins
7
Board Members
3
Observers
How Access Management works
Every role gets exactly the access it needs
Company admins, board members, committee members, and observers each have their own permission level — not a flat 'everyone sees everything' model.
Permission Levels
Admin
Full account access
Board Member
Board-level documents & votes
Committee Member
Own committee only
Observer
Read-only, no documents
Committee members only see their own committee
Permissions are scoped down to individual committees automatically, so a Finance Committee member isn't digging through Governance Committee documents.
Board Access
12 people, 3 role types
2
Admins
7
Board Members
3
Observers
Give external reviewers exactly what they need
Scope an external auditor or legal reviewer's access to specific documents or a date range, and set it to expire automatically when the engagement ends.
Jordan Ellis, External Auditor
Scoped to: Q3 Financial Records only
Revoke access the moment someone leaves
Remove someone's access in one click and it's gone everywhere immediately — no lingering access to board materials after they've left.
Access removed
Marcus Webb · removed from all board materials instantly
Watch Demo Video
See how boards run meetings in Boardly — in 3 mins.
Frequently asked questions
Yes. Company admins, board members, committee members, and observers each get their own access level, so people only see what's relevant to their role.
Yes. Committee members automatically see their own committee's documents and agendas, not the full board's materials.
Yes. Scope an external reviewer's access to specific documents or a date range, and set it to expire automatically when the engagement ends.
Remove their access in one click and it's gone everywhere immediately — no lingering access to board materials after they've left.
Access Management is included as part of your plan — check the pricing page for current plans and a 14-day free trial.