What it covers
Use separate credentials, expiry, watermarked exports and an access audit for executive KPI packs.
Reporting and data
Board View
Give invited external board viewers a governed point-in-time view.
How it works
Share a governed snapshot with external board members
Give invited viewers a point-in-time KPI pack through a separate access path. Expiry, watermarked exports and access auditing help keep executive reporting deliberate.
In practice
Use separate credentials and an auditable, time-limited view.
When to use it
Useful situations
- Give an invited board member a time-limited KPI pack.
- Share a point-in-time executive view without CRM access.
- Audit access to sensitive reporting.
A working path
How the work moves
Invite
Create the separate board-view access with an expiry.
Publish
Prepare the governed KPI snapshot for the intended viewer.
Review
Use access history and watermarked exports to monitor use.
Illustrative scenario
quarterly board meeting
A company secretary creates an expiring Board View for directors and reviews access after the meeting closes. The secretary can provide directors with the agreed snapshot while expiry and access history reduce the need to create a broad staff account for occasional governance review.
Before you start
What to check
- Board viewers use separate credentials from staff.
- The view is a governed snapshot, not unrestricted workspace access.
Can board members edit records?
No. Board View provides the selected reporting view.
Can access expire?
Yes, expiry is part of the invited viewer workflow.
Get started
See your customer work in one place.
Start with the core CRM for free, then add the tools your team needs.