GovernorHub

Top tips for onboarding your MAT to use GovernorHub

Onboarding Tips for MAT Governance Professionals

Manage all of your governing boards in one place

My Hub

Jane Lowe

Jo Phillips

David Woozley

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

For clerks and admins

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

How do I add members to the board?

Member details including governor types, roles and committee membership.

What does the members tab show?

Changing or updating term-of-office dates on GovernorHub

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

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

How do I add or update appointment details?

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

How do I update a governor's details?

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

Adding custom confirmations for your board

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

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

How to allocate another member type on GovernorHub

Can someone have more than one member type?

Hannah Goode

Members

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

What happens when a governor with no appointment is removed?

What happens when someone leaves the board?

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

How to edit historical member records

Updating the historical records for your board on GovernorHub

Can I add a new historical member record?

Historical members

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

How do I edit the Constitution?

How to allocate a member to a board vacancy on GovernorHub

How do I fill a vacancy in the Constitution?

Constitution

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

How to pin a noticeboard post 📍

How to remove an unwanted Noticeboard posts and comments.

How do I delete a Noticeboard post?

Adding topics to posts on the noticeboard

Noticeboard

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

How can I track meeting attendance?

Lock an event so only an admin can make changes

How do I lock meeting events in the calendar?

Calendar

Preventing members from changing or overwriting documents

How do I lock documents?

Easily track and manage policies which need to be regularly reviewed

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

Documents

Creating, assigning, and removing governors' roles.

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

Creating and deleting committees/groups and tracking membership

How do I create a committee?

Committees and roles

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