Give members and observers access to meeting content without logging in
Before You Begin
The easy access meeting dashboard provides participants with a direct link to the meeting member page, without requiring them to log in to Boardable. This option is helpful when members or observers may have difficulty logging in or when you want to reduce friction in accessing materials.
When enabled, each participant receives a unique link via email after materials are published. Meeting content is visible on the dashboard, and a Join Meeting button is available if video conferencing is included. Keep in mind that Boardable Video sessions and access to agenda attachments or board packet still require login, even if easy access is turned on.
Access the easy access dashboard
Enable the dashboard during meeting creation
Open the dashboard from an email link
Enable easy access meeting dashboard
The meeting creator can enable easy access only during meeting creation:
- From the meeting creation screen, open Meeting Details.
- Toggle Easy Access to On.
- Complete the rest of the meeting setup and publish materials when ready.
Note: Only meeting creators can enable easy access. It cannot be turned on after the meeting is created.
Open easy access meeting dashboard
Once materials are published and the option to send email notification has been checked, each participant receives a unique email with a direct link.
- Open the email with the subject Meeting Materials Published.
- Select View Meeting.
- The easy access dashboard opens with available content.
Troubleshooting
- I don’t see the easy access option when editing a meeting.
Easy access can only be enabled during meeting creation. It will not appear in existing meetings. - Participants can’t join Boardable Video through the dashboard.
A login is always required to join a Boardable Video call, even when easy access is enabled.
Questions? Contact your CSM or write to the Support team at support@boardable.com