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
Named users, private review links, and revocation.
Boardmate separates workspace access from limited reviewer access so confidential minutes review can stay controlled.
01 Workspace users
Board support and authorised workspace users manage source material, drafts, decisions, and exports.
02 Reviewers
Attendees and service providers can review a draft through scoped private links.
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.
Before material moves Confirm the workspace, users, source types and reviewer access for the sample.
Review documents
Ask for current data-flow, retention, deletion, subprocessor and contract documents where needed.
Limited reviewers
Reviewers use scoped links to read the relevant draft, comment on selected passages, upload support or confirm that they have no comments.
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.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.
Controls
Expiry, revocation, replacement links, comments, uploads, and no-comment confirmations are visible.
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.