OnBoard Quick Start Guide - Downloading the App, Logging In, Setting up Your Profile

Eric Biddle
Eric Biddle
  • Updated

Welcome to OnBoard! This Quick Start reference is designed to guide you through your initial access to OnBoard. This process should take 3-5 minutes and covers accepting your invitation to join your organization, setting up your profile, and downloading the mobile application for your device of choice. 

 

Please use the links to the right to jump to the section you'd like to view.

 

Part 1: Installing or Accessing the OnBoard Application

If you wish to utilize OnBoard's robust mobile application to access your meetings, documents, and messages on the go, the first step is to get the app installed on whichever platform you wish to use. The OnBoard mobile application is available on:

  • iOS Devices (iPad, iPhone) from the Apple App Store
  • Android Devices (phones and tablets) from the Google Play Store
  • Kindle Fire, from the Google Play Store

Alternatively, you can access OnBoard from your laptop or desktop computers (both Windows or MacOS) from the device's web browser like Chrome, Firefox, Edge, or Safari. 

How to Access OnBoard from a Web Browser

Open up your favorite web browser on your laptop or desktop computer and visit the following URL:  https://app.onboardmeetings.com .  Use your OnBoard ID credentials to get logged in. (We'll discuss those in Part 2 below.)

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iOS App Installation

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To install the iOS mobile application, first locate your device's Apple App Store icon and give it a click to launch the store. 

Once you have the Apple App Store open, click the Search button.

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Next, type "OnBoard Meetings" into the search bar. (These screenshots are from an iPhone, but the process is similar on an iPad.) 

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Once you locate the OnBoard Meetings app, click the "GET" button to begin downloading! The application is absolutely free, but you may be required to enter your Apple account password. Once the app has finished downloading, you'll find the OnBoard App icon on your device's home screen. 

 

Android App Installation

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To install the Android mobile application, first locate your device's Google Play Store icon and give it a click to launch the store. 

 

Once you have the Google Play App Store open, use the Search feature to type in "OnBoard" or "OnBoard Meetings". 

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Once you find the OnBoard App, simply tap the button that says "Free" or "Install". The app will begin to install immediately. Once the installation is complete, the OnBoard Android app can be launched from the device's home screen. 

 

Part 2: Logging into OnBoard & Accepting the Invitation

This part of the guide will walk you through accepting your invitation to OnBoard and using your credentials to get logged in. 

 

Log In with Temporary Credentials

You can continue the account creation process from any of the supported device types mentioned above. An administrator at your organization will let you know which email address they’ve used to create your account, as well a temporary password. If you are unsure what either of these two are, please be sure to reach out to an administrator at your organization.

Once you have the email address and temporary password provided by your administrator, open the previously downloaded app or head over to the OnBoard Login Page (http://app.onboardmeetings.com). Key in the email address and temporary password provided to you and click the Continue button.

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Next, you’ll be prompted to change the temporary password into your account’s permanent password. This is what will make the account securely yours from here on out.

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Part 3: Completing your User Profile

That’s it! You can now navigate around OnBoard, access your meetings and documents with ease. You may wish to set up your profile by clicking your name or photo in the bottom left corner of the screen and selecting "Profile", as shown in the screenshot below.

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Profile

This will allow you to enter any profile information that you would like to share, including a profile picture.

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Clicking "Edit Details" on any of these panels will let you add further profile information. You can find expanded information about setting your User Profile information and settings from the web here: Managing Your User Profile & Settings (Web).

Or if you'd like to change settings from one of the OnBoard mobile apps: Managing Your User Profile & Settings (Mobile).

If you are a member of more than one organization, you can customize this particular profile to the organization you’re currently logged into.

 

Settings

Clicking on the Settings tab will take you to your account-specific settings.

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In the top Settings panel you can Change your OnBoard ID and Password, enable Two-Factor Authentication, add a Third Party Sign-in option.

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Further below you can also edit your settings specific to the Organization you're currently logged into, such as if you'd like to receive Email notifications, set an Alternate email address to receive Notifications to, and also you can delegate any Administrator permissions you currently have in the organization to another user.  At the bottom of the Settings, you have the option to manually create a Signature or Initial to use in OnBoard, or to upload an image file of your signature. 

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OnBoard Group Trainings:

If you are interested, we do offer further education. You can find the calendar and register for OnBoard Board Member/Director group training sessions by clicking here

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