How do I create my board?
Set your board's name and address, agree to the terms, and become its first administrator.
How do I create a new board?
Once you're signed in, choose Create your board (from the "Your boards" page you land on after sign-in, or Create another board if you already belong to one). You'll fill in three things:
- Board name — the name your board is known by, e.g. "Acme Foundation Board."
- Board address — where your board lives on the web, e.g.
acme-foundation.boardtools.io. BoardTools suggests one from your board name as you type; feel free to edit it, and it checks availability live so you'll know right away if it's taken. - Terms of Service & Privacy Policy — you'll need to read and agree to both before you can continue.
Select Create board, and you're done — BoardTools makes you the board's first administrator on the spot.
Good governance tip: pick a board address your members will recognize at a glance (your organization's short name or acronym works well). They'll be typing or bookmarking it regularly.
What happens right after?
You're taken straight into a short, guided setup for your brand-new board — see Set up your board. From there you can bring the rest of your board in as members whenever you're ready.
Do I ever need to re-agree to anything?
If BoardTools' Terms of Service or Privacy Policy materially change, a board administrator is asked to review and accept the update the next time they sign in — you'll see exactly which document changed and a link to read it before accepting. Declining simply signs you out; it doesn't affect anyone else on your board.
How do I sign in to BoardTools?
What sign-in looks like whether you're starting a new board or accepting an invitation to join one, and what to do if it says you're not a member.
How do I set up my board?
Walk through the guided setup wizard — board basics, seats, invitations, committees, and governing documents — and re-run it any time.