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Orgbrain Board Portal - owner/member
This video provides an overview of the Orgbrain Board Portal, highlighting features and functions from an owner and member’s perspective
In this tutorial, you will learn how to navigate and use the Orgbrain Board Portal in your role as an owner or member
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
2. Activities
Get a clear overview of your activities in Orgbrain. These activities include all companies you are associated with
3. News
The start page also provides an overview of all news within the portal
4. Meetings
In the meeting module, you get access to both past and upcoming meetings in Orgbrain. You will receive an email notification with the meeting invitation. The agenda is available in the portal. Click the link in the email or directly on the meeting in the portal
5. The Meeting
You are now viewing the meeting, where all information related to the meeting is displayed
6. Attendance
Respond in the portal to indicate whether you will attend the meeting. You can also assign a proxy, either to the chair og the board or to a person of your choice. Note that you cannot cast votes unless you are listed as a participant
7. Item
Click on individual agenda items to review them before the meeting
8. Voting - Decision
All decision items require a vote. Click For or Against to cast your vote. To abstain, simply do not click
9. Voting - Election
All personal elections also require a vote. Select the candidate you wish to vote for, then click the Vote button
10. Preparation
As you review agenda items and attachments, the preparation meter will update, giving you a clear overview of your readiness
11. Attachment
Items with attachments are clearly marked, making it easy to see which documents are included
12. Video
For digital meetings, click the video icon
13. Owners
In the shareholder register, what is displayed depends on the portal settings. You will either see only your entries or the full shareholder register
14. Communication - Conversations
Communication is a two-part module. If enabled in the portal, the Conversations feature allows you to contact a selected contact group
15. Communication - Messages
In the Messages module, administrators can send messages that you can read. You will receive an email notification whenever a new message is posted
16. Data Room
In the Data Room, you will find the digital archive. Documents from completed meetings are stored in the Meeting Files folder, while all other documents are located in the Files for All Users
17. Surveys
In the Surveys module, you will only see surveys that the administrator has sent and that require your response
18. Boardmatch
If you are interested in a board position, you can create a profile on Boardmatch
19. 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
20. Select Company
If you use Orgbrain across multiple companies, you can quickly switch between them by clicking the organization name at the top right
Thank you for watching the video. If you have any further questions, feel free to contact us