For clerks and admins

Everything you need to know if you're a clerk or an admin on GovernorHub.

25 articles in this collection
Written by Hannah Goode, Jo Phillips, and David Woozley

My Hub

Manage all of your governing boards in one place

Written by Jo Phillips
Updated over a week ago

Members

How do I add members to the board?

Guidance on adding governors, trustees and other members to your board on GovernorHub

Written by Hannah Goode
Updated over a week ago

What does the members tab show?

Member details including governor types, roles and committee membership.

Written by Hannah Goode
Updated over a week ago

How do I edit a member's term of office?

Changing or updating term-of-office dates on GovernorHub

Written by Jo Phillips
Updated over a week ago

How do I add or update appointment details?

Adding appointment details such as a first appointed date to your members

Written by David Woozley
Updated over a week ago

How do I update a governor's details?

How to update your governors' contact details, declarations of interest and training records.

Written by Hannah Goode
Updated over a week ago

Adding custom confirmations for your board

How to create confirmations specific to your board such as a Code of Conduct or a Governor Internet Use agreement

Written by David Woozley
Updated over a week ago

What to do when an existing email address has transferred to a new person

What to do if you have a new governor who has taken over the email address from the person who previously held their role.

Written by Hannah Goode
Updated over a week ago

Can someone have more than one member type?

How to allocate another member type on GovernorHub

Written by Jo Phillips
Updated over a week ago

Historical members

What happens when a governor with no appointment is removed?

If a governor has no 'type' - we don't save a historical record

Written by Jo Phillips
Updated over a week ago

What happens when someone leaves the board?

Historical member records on GovernorHub

Written by Jo Phillips
Updated over a week ago

How to edit historical member records

Change or update details for an existing historical member record on GovernorHub

Written by Jo Phillips
Updated over a week ago

Can I add a new historical member record?

Updating the historical records for your board on GovernorHub

Written by Jo Phillips
Updated over a week ago

Constitution

How do I edit the Constitution?

How to vary the categories, edit the term length for each category and update the number required for each member type

Written by Jo Phillips
Updated over a week ago

How do I fill a vacancy in the Constitution?

How to allocate a member to a board vacancy on GovernorHub

Written by Jo Phillips
Updated over a week ago

Calendar

How can I track meeting attendance?

How to add attendees to a meeting, download a sign-on sheet, record attendance to an event, and download an attendance report.

Written by David Woozley
Updated over a week ago

How do I lock meeting events in the calendar?

Lock an event so only an admin can make changes

Written by David Woozley
Updated over a week ago

Documents

How do I lock documents?

Preventing members from changing or overwriting documents

Written by Jo Phillips
Updated over a week ago

How to manage policies by setting a review date for a document

Easily track and manage policies which need to be regularly reviewed

Written by David Woozley
Updated over a week ago

Committees and roles

How do I create and assign a governor's role?

Creating, assigning, and removing governors' roles.

Written by Hannah Goode
Updated over a week ago

How do I create a committee?

Creating and deleting committees/groups and tracking membership

Written by Hannah Goode
Updated over a week ago

Bits and bobs

How do I change what my board or group is referred to as?

How to change and personalise the way GovernorHub refers to your boards and groups

Written by David Woozley
Updated over a week ago

How to pin a noticeboard post 📍

Highlighting posts on the noticeboard so members don't miss them

Written by Jo Phillips
Updated over a week ago

Can I add a logo for my board?

How to upload a washing line icon for your board

Written by Hannah Goode
Updated over a week ago

How do I delete a Noticeboard post?

How to remove an unwanted Noticeboard posts and comments.

Written by Hannah Goode
Updated over a week ago