Training Webinar: Roles & Terms

Customer Education
Customer Education
  • Updated

Roles and Terms Training Webinar.jpg

OnBoard's Roles & Terms allows administrators to manage and track Member, Director, and Trustee roles & terms in a secure and centralized location. Get recommended actions when roles & terms are missing, when a term is ending, and when it has ended.

In this training session, you will learn how to:

  • configure custom roles and apply them to members
  • create and edit past, current, and future terms
  • review recommended actions

This training will be run by one of our OnBoard Success Experts. Questions are encouraged!

Click here to choose your preferred date and register for live training.


Roles & Terms Training Recording

If you are interested, we have a recorded training session for you to access on-demand. It can be accessed by clicking here. 

Was this article helpful?

0 out of 0 found this helpful

Have more questions? Submit a request



Please sign in to leave a comment.