Solutions · By role

Oversight for directors, with lineage back to the source.

This page is for directors at a bank and for supervisory committee members at a credit union, along with the audit and risk committees. The Board group holds the Board portal, and a credit union sees that group as Supervisory Committee.

Job familyBoard
Line of defenseGovernance
At a credit unionSupervisory Committee
My work
Open
Board
Open
Every other group
Folded
Families arrange the sidebar. Permissions decide what you see.
01 · Board

What opens first.

My work comes first, then the groups below, and only those groups start open. The All sections switch brings back the full order. A job family only arranges the sidebar, and your permissions still decide which items you see.

  • 01Board, shown as Supervisory Committee at a credit union. Board portal

The dashboard shows Overdue & at-risk, Findings tracker, Framework health, Audit readiness and Regulatory updates. Your role still caps that set, and a panel you do not get is left out rather than shown as a zero.

02 · Features and docs

Where the work lives.

The feature pages and documentation this family uses most.

Board reporting

Directors get a committee-scoped, read-optimized oversight surface with lineage back to the source.

Explore

Policies & drafting

Cited authoring, real-time collaborative drafting, and policy-to-control sync share one surface.

Explore

Internal audit

The universe, plan, engagements, and workpapers sit on the same graph as the controls being audited, walled off from the auditee.

Explore
03 · Approvals

What your role can approve.

A job family never grants a permission, and it never changes the price. What you can approve comes from your role, and people in this family usually hold one of the roles below.

  • 01Board Read-only. The Board Read-only role approves policies and the audit plan and reports. It writes nothing into operating records.

Whatever the role, the person who submits a decision cannot approve it. The only exception is a decision that no one else in your institution can approve. The submitter may then approve it with a recorded justification, and that override is audited. See Roles and permissions for the full model.

04 · Scenarios

The weeks that matter most.

Scenario pages that walk through the weeks this family cares about.

02

Exam readiness

Answer the supervisory letter the same morning it lands. Every control, policy, and issue comes cited and signed.

Read the scenario→
03

Audit prep & evidence

Continuous evidence with paragraph-level citations, owner attestations, and an exportable packet for every framework you have to answer to.

Read the scenario→

See Zovos the way your role will.

Bring your controls, a policy, and the work this family owns. We target two-week onboarding.

Request early access →All roles