This short tour is for board members and volunteers. It shows you how to sign in without a password and what you can do on your member page: sign documents, see your roles and events, complete training, read shared files, and, if you are on the board, vote and chat with your fellow directors.
Put your member page on one side and this walkthrough on the other so you can read a step and do it without flipping back and forth. Two monitors works best. On one screen, snap each window to half: click the portal window and press ⊞ + ←, then this window and press ⊞ + → (on Windows). The portal opens in a new tab when you click Open the member portal above.
The member portal shows your real information for your organization, so there is no separate demo. This walkthrough points you at the live page and explains each part. Your page only ever shows what belongs to you; you cannot see other members' tasks, and they cannot see yours.
You do not need a password. Most members arrive by clicking a one-time sign-in link their organization emails them. You can also open the portal directly and ask for a fresh link, as long as your email is the one your organization has on file.
This is your home base as a member. Whether you sit on the board or volunteer at events, everything your organization needs from you, and everything it has shared with you, lives on this one page.
There is no password to remember. When you open the portal, enter the email address your organization has on file and request a sign-in link. We email you a link that works once and expires in 30 minutes. Click it and you are in.
Do this: On the portal, type your email and click Email me a sign-in link. Open the email and click the link. If you arrived from a link your organization already sent you, you may be signed in already.
Why it matters: passwordless sign-in means one less thing to forget, and the one-time link keeps your access secure.
Once you are in, your page opens to a clear summary for your organization, with a card for each kind of task. If you belong to more than one organization, a selector at the top lets you switch between them.
Do this: Read down the cards: To sign, My assignments, Events, Training, Documents, and, for board members, Board votes and Board channel, plus Strategic progress.
Why it matters: one organized page means you never have to dig through email to find out what is expected of you.
The To sign card lists documents that need your signature, such as a conflict-of-interest disclosure, a policy acknowledgment, a role agreement, or a volunteer waiver. You sign right from here.
Do this: If anything is listed, click Review and sign, read the document, and sign by typing or drawing your name behind the consent checkbox. The signed copy is recorded for your organization automatically.
Why it matters: these signatures keep your organization in good governance, and doing it here takes a minute instead of a round of paper and email.
The My assignments card shows the roles you hold and the committees you serve on in this organization, so it is always clear where you fit.
Do this: Look at My assignments to confirm your roles and committees. If something looks wrong, let your organization know so they can update your record.
Why it matters: knowing your role and committees keeps you and the organization aligned on what you are responsible for.
The Events card lists your organization's upcoming events. Events you have already registered for are marked, and you can open any event to register or view the details.
Do this: Find an upcoming event and click Register, or View if you are already signed up. The event page opens in a new tab.
Why it matters: seeing every event in one place, with your registration status, makes it easy to show up where you are needed.
The Training card lists training assigned to you, with required items flagged. Each module has a short video and a quick check, either a one-click confirmation or a few questions. When you finish, you get a confirmation by email and a certificate you can download.
Do this: Open a training module, watch the video, then complete the check (confirm you watched it, or answer the questions). Pass it and download your Certificate of Completion.
Why it matters: training keeps you ready for your role, and the certificate is your proof that you completed it.
The Documents card holds files your organization has chosen to share with members, such as a board handbook, policies, or meeting materials. They are private to members; nothing is public.
Do this: Open the Documents card and download anything shared with you.
Why it matters: the materials you need are right here, not buried in someone's inbox, so you can prepare with confidence.
If you are on the board, the Board votes card shows open motions you can act on between meetings, along with the running tally and recent decisions. You vote for, against, or abstain on your own time, and you can change your vote until the motion closes.
Do this: If a motion is open, read it and click For, Against, or Abstain. Watch the tally update.
Why it matters: async voting lets the board make documented, quorum-checked decisions without waiting for the next meeting.
Board members also get a private Board channel: a simple chat for board-only conversation between meetings, with who is here now and recent message history. It is limited to people on your board roster.
Do this: Open the Board channel card and post a message. Only fellow board members of your organization can see it.
Why it matters: keeping board discussion in one secure place is easier to follow than scattered personal email threads.
The Strategic progress card gives you a read-only view of how your organization is tracking against its goals, with each goal marked on track, at risk, or behind, and the measures behind it.
Do this: Open Strategic progress and review the goals and their status.
Why it matters: seeing the plan helps every member understand where the organization is headed and how it is doing.
You now know how to sign in, sign documents, check your assignments and events, complete training, read shared files, and, as a board member, vote and chat. Bookmark the portal and check it whenever your organization sends you a link.