Managing Organization Feature Settings

Eric Biddle
Eric Biddle
  • Updated

Feature Settings is the third tab in the Organization Settings. You can return to this tab at any time by clicking on Settings in the left navigations, then on Feature at the top of the screen.

This tab allows Organization Administrators to set feature-related settings for the Directory, Meetings, Microsoft 365, Messenger, and Roles & Terms.


Demographics and Diversity Reporting

OnBoard's Diversity Reporting feature is a helpful tool to assist you with tracking demographics and diversity for an organization. 

If you don't want demographic or diversity information captured for your organization, you can disable these features. 

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Toggling off Demographic and Diversity Reporting will remove the Demographics fields in user profiles and Diversity Reporting in Groups. 



Note: If your organization does not have the Diversity Reporting feature, disabling Demographics and Diversity Reporting will still disable the Demographics field in user profiles. 

Review the Directory and Member Profile Settings video below for more information. 

Directory & Profile Visibility

There may be times when you'd like to limit the visibility of the Directory and either the contact or demographic information in user profiles. Clicking Configure Visibility will open up options to adjust who can view each of these items In your organization.


Here you'll be presented with the individual settings to assign permissions to view Profile information and the Directory. 


Profile Visibility Settings

In this panel, you can select who will be able to see the demographic and contact details of your Organization members.

The Contact Information includes Email, Phone Number, and Address fields in your user's profiles.

Information such as date of birth, ethnic background, LGBTQ+, veteran status, & disability visibility will be affected by the Demographic Information setting.

Clicking the dropdown next to each option will allow this information to be set to the following options, which we'll break down a bit further:


Visible to Admins, Group Admins, & Owner

  • This will allow any Organization Administrators, Group Administrators and the user themself to view a user's demographic and profile information.

Visible to All Members

  • This is the default setting in OnBoard. This allows All Members to view another user's demographic and profile information. 

Visible to Mutual Group Members

  • This allows a user to only see the demographic and profile information for mutual group members. 

When made visible, users can click on a user's name in OnBoard to view their profile information. Demographics and Contact Information will be shown here if enabled.


When a user doesn't have the proper permission, they will not see the Demographics or Contact Information blocks, depending on if one or both has been restricted.


Note: If Demographic information has been disabled for your organization, there will be no option to manage the visibility for profile demographics. 

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Directory Visibility Settings

This option will allow your Organization to limit the ability to access the Directory. 


The Visibility dropdown will allow you to restrict visibility to the following user sets:

Visible to Admins Only

  • If you'd like it so that it's only visible to Administrators, your members will still be able to message or assign tasks to other members (as long as your organization has these features as part of your plan). Users will be able to view the Groups panel and any Roles & Terms they've been assigned in the Directory.

  • Group members will be able to click and view the profile data of other users in their Groups.

  • Users without permission to view the Directory will instead see this restricted screen:


Visible to All Members

  • This is the default setting in OnBoard. This allows All Members to view the Directory.

Agenda Style

Pre-set Agenda Styles

Sometimes organizations prefer a specific type of numbering or ordering to their agendas, such as starting with roman numerals, then capital letters, followed by digits, then lowercase letters. Others may prefer something with all numbers, or all letters. In any case, select the desired Agenda configuration from the menu and examples shown here. 


Custom Agenda Styles

A custom agenda style can be configured if you have a different agenda style for your meetings. 

To create a custom agenda style, contact your OnBoard CSM or email the CSM Team with the following information:

  • Organization Name:
  • Numbering/Lettering Style:
    • Primary Section:
      • Subsection 1:
        • Subsection 2:
          • Subsection 3:
  • Specify if any sections should include parent numbering (Example: 1.b vs b):

Note: Available options for sections: Numbers, Lower Case Roman Numerals, Upper Case Roman Numerals, Lower Case Letters, Upper Case Letters.

Note: Bullet points and unnumbered sections are not available for custom agenda styles. 

Meeting Brief Emails

Provide meeting invitees pre-meeting emails that inform them of important meeting updates, reminders to view the board book, and data-driven insights. Learn more about Meeting Brief Emails in this article.



Meeting Agenda Pacer

Show a current time indicator when a meeting is taking place to help keep time with the agenda. Learn more about the Meeting Agenda Pacer in this article.


Meeting Feedback

Give your board members the opportunity to rate each meeting and leave feedback for improved future meetings. Enabling this option will allow the Organization Administrator to change when the Feedback Emails are sent.


The options can be set so that Meeting Feedback emails are sent automatically 24 hours after your meeting to the following user groups:

Meeting Invitees with RSVP status set to Attending, Maybe or No Response. 

Meeting Attendees who have been marked as Present or Remote in the meeting Attendance.

Meeting Invitees, which would send to ALL users invited to the meeting regardless of their attendance status for the meeting.

You can also set Do Not Automatically Send which will allow Feedback emails to manually be sent by the Meeting's Administrator.

Learn more about Meeting Feedback in this article.

Public Posting

The Public Posting panel will allow the Administrator to copy the main Public Meeting URL which will allow public access to any meeting set to be Publicly Posted. This can be copied by clicking the Copy button on the right side of the Public Meeting URL.



Zoom Account Linking

Zoom's video conferencing software is directly integrated into OnBoard, allowing you to utilize picture-in-picture Book/Video views. For detailed instructions on how to configure this setting, please have a look at the article for: Configuring the Zoom Integration for OnBoard


After you've added a Zoom account you can add more by clicking the "+Add Another Zoom Account" button.


Once a Zoom Account has been linked to the Organization here, it can also be disconnected by returning to the Zoom Account panel in the Feature Settings and clicking "Disconnect Zoom Account."

Teams Account Linking

Linking your Microsoft Teams accounts will allow meetings admins to use the connected Teams accounts to quickly generate a Teams meeting link for a meeting. For detailed instructions on utilizing Microsoft Teams within a meeting, review our article on Configuring the Teams Integration or Creating a Remote Meeting. 

Click Connect Teams Account to connect add a Microsoft Teams account.


After you've linked your Teams account, you and other Admins can add additional Teams accounts with the + Add Account button and Remove accounts with the Remove button.


Note: If you haven't utilized your Teams account in OnBoard for 90 or more days, you will be prompted to sign into Teams again to refresh your connection. 


Microsoft 365 Integration

Document Editing

OnBoard's Microsoft 365 Integration allows Admins and Contributors of Resources and Meetings to collaborate on documents by editing Excel, PowerPoint and Word documents in Microsoft Online.  If you wish to disable this feature in your Organization, it can be done from this setting. Learn more about Microsoft 365 Document Editing in this article.  


Document Publishing

When Microsoft 365 Document Editing is Enabled, Organization Admins can set the default setting for Document Publishing for all Meeting and Resource documents.

When set to Automatically Publish Edited Documents, all edits to documents will automatically publish and be available to Readers. When set to Manually Publish Edited Documents, the edits will need to be published by a Meeting/Resource Admin or Contributor before they are available to Readers. 

For Meetings only, this setting can be adjusted on an individual Meeting basis.


For more information, review our Document Publishing Article. 

Messenger Settings

OnBoard Messenger is a useful instant messaging tool to keep in contact with your Organization's members. With this feature, send messages to a single user, multiple individuals, or an entire group of users. However, if you wish to disable this feature in your Organization, it can be done from this setting. Learn more about using Messenger in this article.


Roles & Terms


The Roles panel will allow you to manage existing roles and add custom roles to be utilized when entering Roles and Terms data. Learn more about Roles in our Help Center.


Clicking the "Configure Roles" button will allow you to view your Organizations Roles, as well as edit and add Roles.


Term Limits

The Term Limits panel will allow you to define and manage how long members serve in a particular Role. 


Clicking "Configure Term Limits" will open the main Term Limits configuration page. Here you can set various limits on terms for your Roles and Groups.


Learn more about Term Limits in our Help Center.

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