Admin section

Admin section

You can access the “Software Administration” section by clicking on the Admin “gear icon” just below Dashboard near the top of the left side menu. If you wish to give anyone else, in addition to the Directors on your Board, access to your GovernWell platform (e.g staff, accountant, lawyer, etc) – these are known as Users (Non-Director) and you can create them in the bottom section of the Admin screen. This is also where you can give or remove admin authority from any of your Director or Non-Director Users.  Please ensure to give at least one additional person Admin authority so that you have a minimum of 2 GovernWell software admins. The “Billings” section is where you can obtain a copy of receipt for your annual subscription payment and manage your payment method.

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    • Statements and Reports section

      You need to upload a copy of the Financial Statements for your most recent fiscal year end here and a copy of your most recent Annual Report. If your organization does not produce an Annual Report, when you first click on this section you can select ...

    • Organizational Accounts section

      If you wish to store the account details and access credentials (e.g. Username and password) for any accounts of your organization you can do so in this section. This can also be done later as it is not required as part of the initial setup.

    • Corporate Documents section

      If you have other documents for your organization that you would like to store in GovernWell you can create and name any folders you wish in this section and upload any files. This can also be done later as it is not required as part of the initial ...

    • Contracts and Agreements section

      If you have other Contract and Agreement documents that you would like to upload to GovernWell so that Directors can view the documents and the expiry dates will be tracked you can do so in this section. This can also be done later as it is not ...

    • Meetings and Resolutions section

      You need to create a folder for your most recent Annual Meeting and upload any documents from that meeting (Agenda package, other meeting materials, minutes). If you have already scheduled an upcoming Annual Meeting you can create a folder for that ...