My Board OS

Account and Organization Settings

Account and organization settings are under Account in the main nav.

Account Tab

  • Update your name, email, and timezone
  • Change your password

Organization Tab

  • Organization name and legal name
  • Upload or remove your logo
  • Change industry (3-step wizard that rebuilds your board lineup)
  • Connect a business coach with an invite code

Team Tab

  • View current members and pending invitations
  • Invite new members by email with a role
  • Change roles or remove members
  • See Team Roles and Permissions for role details

Governance Tab

  • Parliamentary mode, jurisdiction, adherence level
  • Motion rules, vote thresholds, debate limits
  • See Governance Settings for details

Plan & Billing Tab

  • Current plan, payment method, usage caps
  • Upgrade or manage subscription via Stripe
  • Invoice history and downloads
  • See Plans and Billing for tier details

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