Managed users
Board support or authorised administrators manage source material, drafts, invitations, reviewer status, accepted feedback and final exports.
The operational record should not depend on shared accounts or inbox memory.
Trust
Staff, collaborators and reviewers each have the access they need.
Staff manage the organisation’s work. Invited collaborators see the meetings shared with them. Private review links provide a focused route to a particular draft.
01 Workspace users
Board support and authorised workspace users manage source material, drafts, decisions, and exports.
02 Collaborators
Attendees and service providers use their shared workspace or a scoped private review link.
03 Controls
Expiry, revocation, replacement links, comments, uploads, and no-comment confirmations are visible.
Access control
Workspace users, directors and service providers need different access.
Boardmate separates the people managing the minutes workflow from the people who only need to review a draft, comment on a passage, upload support or confirm that they have no comments.
Customer setup Select the AWS region, identity provider, named users and reviewer access for the workspace.
Security review
Current data-flow, supplier, retention, deletion and control information is available for customer review.
Collaborators and reviewers
Use a private link for a focused draft review, or sign in as an invited collaborator to return to the meetings and requests shared with you.
Reviewer access is designed around the review task, not full workspace membership.Review close
Expiry, revocation, replacement links, outstanding responses, chair decisions and final export history support a clean review close.
Board support can see who still has access and what remains unresolved.Invited collaborators have their own workspace
A confirmed account matched to a meeting invitation can return to the shared meetings and requests. Access follows the organiser’s invitation, role, expiry and revocation settings. A collaborator account does not give access to the organisation’s wider fund records.
Workspace users
Board support and authorised workspace users manage source material, drafts, decisions, and exports.
The right access for the job
An attendee can review a draft without becoming a full workspace user. Board support keeps control of source material, chair decisions, regeneration, export, and the audit record while reviewers use narrower access.
Workspace user
Uploads files, manages drafts, moderates feedback, regenerates, exports, and keeps the record.
Reviewer
Reads the relevant draft, comments on passages, uploads support, or confirms no comments.
Chair or delegate
Decides which feedback shapes the next version.
Revocation matters
Review links are limited access points with expiry, revocation, replacement, and audit history. A team can see how a link is issued, what the reviewer can see, what happens when access changes, and how the review round closes.
- Issue links for the relevant draft and review action.
- Record opens, comments, uploads, confirmations, outstanding responses, and revocations.
- Close or replace access when the reviewer changes.
Audit supports trust
Access records, comment records, uploads, and confirmations help answer who saw what and when. They also help explain which feedback was accepted, held, or rejected before regeneration.
Record
The access history helps answer who saw what, when, and what they submitted.
Common questions
Security questions teams ask.
Should confidential material be uploaded before security review is complete?
No. Real board packs, transcripts, recordings, draft minutes, and support files should wait until confidentiality and data-handling terms are agreed.
What can reviewers see through private links?
Reviewers see the draft and permitted support material for their review task. Workspace users keep control of source material, decisions, regeneration, export, and deletion requests.
What security detail can procurement request?
Teams can request current detail on data flow, subprocessors, access control, retention, deletion, support access, residency questions, and contract terms.