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 Actions, Meetings, Messenger, and Roles & Terms.

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Directory & Member Profile

 

 

There may be times when you'd like to limit the visibility of the Directory and user's Profiles. Clicking Configure Visibility will open up options to adjust who can view each of these items In your Organization.

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

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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:

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Visible to Admins & Profile Owner

  • This will allow any Organization Administrator and the user themself to view a user's profile. 

Visible to All Members

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

Visible to Groups a Member is in

  • This only allows a user to see their own profile or the profiles of other Groups 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.

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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.

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Directory Visibility Settings

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

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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:mceclip2.png

Visible to All Members

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

 

Agenda Style

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. 

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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.

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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.

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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.

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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.

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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

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

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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."

 

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.

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Roles & Terms

Roles

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.

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

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Term Limits

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

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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.

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Learn more about Term Limits in our Help Center.

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