My Board OS supports multiple team members per organization. Each person has a role that controls what they can do.
Available Roles
Owner
- Full access to everything, including billing and plan changes
- Can connect a business coach
- Can invite and manage all team members
Administrator
- Manage organization settings, team, governance rules, and scheduling
- Participate in and chair meetings, vote, and edit profile/KPIs
- Cannot manage billing
Board Member
- Participate in meetings, chair sessions, vote on motions
- Upload documents, update profile and KPIs, complete action items
- Cannot manage organization settings or billing
Advisor
- Observe and participate in meetings (speak, ask questions)
- Cannot vote, edit profile/KPIs, upload documents, or complete actions
- Useful for mentors or consultants who attend but do not govern
Viewer
- Read-only access in meetings — can watch the transcript and video
- Cannot chair, vote, speak, or edit anything
- Useful for observers who need visibility without participation
Inviting Team Members
Go to Account → Team. Enter an email address and select a role, then send the invitation. The recipient receives an email with a link to accept and join your organization.
Changing Roles
Owners and administrators can change a member's role or remove them from the organization at any time from the Team tab.
Role Tips
- Keep billing access limited to the owner
- Use Administrator for operations managers who schedule meetings
- Use Board Member for partners or executives who vote
- Use Advisor for external consultants who should not vote
- Use Viewer for silent observers