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Orgbrain Board Portal – administrators

This video provides an overview of the Orgbrain Board Portal, highlighting features and functions from an administrator’s perspective

In this tutorial, you will learn how to navigate and use the Orgbrain Board Portal in your role as an administrator

1. Homepage

On the start page, you'll find a quick menu giving you access to all modules in the portal. You can also access the same modules from the menu on the left-hand side
Homepage

2. Activities

Get a clear overview of your activities in Orgbrain. These activities include all companies you are associated with
Activities

3. News

The start page also provides an overview of all news within the portal
News

4. Meetings

In the Meeting module, you can manage and conduct meetings, including board meetings and general assemblies. Meetings are organized in a calendar. The module features a built-in video solution and several tools that simplify agenda creation, invitations, and the signing of minutes
Meetings

5. Owners

The Owner module enables you to create and maintain a shareholder register. It also provides tools for capital increases, share transactions, and submitting the shareholder register report and ultimate beneficial owner information
Owners

6. Communication - Conversations

Communication is a two-part module. It includes a messaging feature that allows you to create and participate in chats
Communication - Conversations

7. Communications - Messages

In the Messaging module, administrators can send secure messages to the board or to all users in the portal
Communications - Messages

8. Data Room

The Data Room serves as the portal's storage area. Administrators can create a custom folder structure. Top-level folders are locked, and access is controlled based on user roles. Individual files can also be shared with specific users, and documents deep within the folder structure can be shared without granting access to parent folders or other files
Data Room

9. Tasks

In the Tasks module, users can be assigned action items for follow-up. You can also create private tasks for individual use
Tasks

10. Surveys

Surveys include three standardized templates ready for immediate use. They provide anonymous reports and serve as a basis for constructive discussions with the board about areas for improvement. You can also create custom surveys
Surveys

11. Academy

Academy is Orgbrain's competence center (available in Norwegian only). The entire board has access to the Board School, a certification course in board work, and a legal reference library. The module also includes guides, webinar recordings, and a library of templates
Academy

12. Boardmatch

Boardmatch can be used when the board needs to find candidates for the board or its committees
Boardmatch

13. Signatures

In the Signatures module, you will find an overview of all sent signature requests
Signatures

14. Organization

Organization is the administrative module in the portal. You can manage company settings such as language, numbering, and meeting preferences. This is also where board users are added and your subscription is managed
Organization

15. Account Settings

By clicking on your initials or at the top of the start page, you can access your personal settings. You can enable two-factor authentication, change your email address, and adjust other personal preferences
Account Settings

16. Select Company

If you use Orgbrain across multiple companies, you can quickly switch between them by clicking the organization name at the top right
Select Company
Thank you for watching the video. If you have any further questions, feel free to contact us