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Help & FAQ

Answers that match how Prepared Board actually works

Prep Score, voting, Unanimous Written Consent, pack magic links, offboarding, export, board types, and consent agenda — written for directors, chairs, and secretaries.

Offboarding

Revoke access in one intentional action

On People, Chair, Secretary, Admin, or Owner can Offboard a member. You cannot offboard yourself. Offboarding sets membership to REVOKED, clears voting eligibility, ends the term, ends open committee seats, clears DocumentACL membership/director grants on that board, revokes pending invites for that email, revokes that person's unexpired pack magic links for that board's meetings, bumps sessionVersion so existing sessions fail on the next request, and writes audit (member.offboarded; pack.magic_link.revoked_on_offboard with a count only). Historical votes and decisions keep attribution.

Governance guides

Fiduciary duties, consent agendas, minutes, and more.

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Trust Center

Security practices, AI no-train, and record export on every tier (documents listed as metadata).

Open Trust Center →

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