Homepage Overview

What is the Homepage?

The Homepage is OnBoard’s customizable landing page. It gives users one place to review their most recent Meetings, respond to Actions, read Announcements, and quickly open important Resource documents.

The Homepage also includes tabs for Organization Details and Plan Details.

Depending on your OnBoard plan, you may also be able to customize which panels appear on the Homepage.

Access the Homepage

How Do I Open the Homepage?

You can open the Homepage in two ways:

1. When you log in
   • If the Homepage is your organization’s landing page, it opens automatically.
2. From anywhere else in OnBoard
   • Select Home from the navigation bar.

Change the Landing Page

How Do I Make the Homepage the Default Landing Page?

The Homepage is the default landing page for an organization, but administrators can change it to the Meeting List in Organization Settings.

To change the landing page:

1. Select Settings from the navigation panel.
2. Open the General tab.
3. Scroll to the Landing Page section.
4. Toggle between Home and Meetings.

Access Meetings on the Homepage

What Meeting Information Appears at the Top of the Homepage?

The top of the Homepage displays each user’s Current or Next Meeting.

From this panel, users can:

• Select the Meeting Title to access the full Meeting Details
• Open the Meeting Book with Open Book
• Review meeting details and the agenda with View Agenda
• Join a remote meeting with Join Remote, Join Teams, or Join Zoom
• Respond using the RSVP dropdown (RSVP means “please respond” to confirm attendance)

How Do I Switch Between Meetings on the Homepage?

You can switch between the Current or Next Meeting and the Last Meeting by using the arrows in the top-right corner of the panel.

How Do I Open Meeting Minutes From the Homepage?

If meeting minutes are available for the Last Meeting, you can open them by selecting View Minutes. 

How Do I See More Upcoming Meetings?

Other upcoming meetings appear below the Current or Next Meeting panel.

From these meeting cards, users can:

• Select Open Book to open the Meeting Book
• Select View Agenda to review meeting details

To see the full meeting list, select the caret button.

Respond to Actions

What is the Awaiting Response panel?

The Awaiting Response panel shows Actions that still need a user’s response.

These Actions may include:

• Approvals
• Surveys
• eSignatures
• Assessments
• Questionnaires

To open an Action, select it from the list.

What Happens After an Action is Completed?

After an Action is completed or submitted, it is removed from the list.

If there are no incomplete Actions, the panel displays No Incomplete Actions.

Customize Homepage Panels

How Do Organization Admins Customize Homepage Panels?

Organization Admins can customize the panels shown to members below the Meetings and Actions area on the Homepage.

To customize panels:

1. Go to the Homepage.
2. Select Configure below the Meetings and Actions Awaiting Response section.

How Do I Add a New Panel?

To add a new panel:

1. Select Add Panel.
2. Choose a panel type from the list of available options.

Can I Add the Same Panel More Than Once?

Yes. You can add the same panel more than once.

For example, you might choose:

• 1 Welcome panel
• 1 Announcements panel
• 2 Resources panels that point to different folders

How Do I Reorder Existing Panels?

To reorder panels:

1. Open the panel list.
2. Drag the handle to the left of a panel name.
3. Move the panel to the new position.

Homepage Panel Types

What Panel Types Can I Add to the Homepage?

You can choose from five panel types:

• Welcome
• Announcements
• Resources
• Meetings
• Actions

The Welcome Panel

What is the Welcome Panel?

The Welcome panel is a static message shown on the Homepage. It is useful for displaying:

• Any content you would like to keep posted on your Homepage outside of Announcements (Mission Statement, Vision Statement) 
• "About our Organization” section
• A link to the organization/company website.

How Do I Edit the Welcome Panel?

You can edit the Welcome panel from the Edit Content button in the top-right corner of the panel.

What Can I Change in the Welcome Panel?

You can change:

• The panel title
• The message text
• The image shown in the panel
• The Hyperlink (Link URL) and Link Display name

How Do I Save Welcome Panel Changes?

To save changes:

1. Select Save Changes in the top-right corner.

2. Return to the Homepage to review the updated panel.
    

   

The Announcements Panel

What is the Announcements Panel?

The Announcements panel lets your organization share updates directly in OnBoard.

This panel can be used to display a set number of recent announcements and gives users a central place to read them.

The Resources Panel

What is the Resources Panel?

The Resources panel displays a shortcut to a Resource folder so members can quickly open commonly used documents.

Can I Add More Than One Resources Panel?

Yes. You can add multiple Resources panels if you want to surface different folders on the Homepage.

How Do I Choose Which Folder Appears in the Resources Panel?

Once the panel has been added:

1. Select Select Folder near the top-right corner of the panel.

2. Choose a folder you have permission to access.

3. If needed, click into a root folder to choose a sub-folder.

4. Select: Select Folder to confirm.

What Do Users See in the Resources Panel?

Users only see content in the Resources panel that they have permission to view.

How Do I Configure the Resources Panel?

By default, a new Resources panel is named Supplementary Materials.

To change it:

1. Select Configure in the top-right corner of the panel.

2. Update the following:
   • Panel Display Name
   • Number of Resource items to display
   • Folder selection
3. Select Save.

The Meetings Panel

What is the Meetings Panel?

The Meetings panel displays upcoming meetings in the For Your Organization section of the Homepage.

Meetings already appear at the top of the Homepage by default. This extra panel is useful if you want to show an additional upcoming list farther down the page.

What Can Users Do From the Meetings Panel?

Users can:

• Quickly review the next few upcoming meetings
• Select a meeting from the list
• Open the meeting’s full details

How Do I Configure the Meetings Panel?

To configure the Meetings panel:

1. Select Configure in the top-right corner of the panel.

2. Enter a new panel name.
3. Choose how many meetings to display.
4. Select Save.

The Actions Panel

What is the Actions Panel?

The Actions panel displays open Actions and Actions Awaiting Response in the For Your Organization section of the Homepage.

The top-of-page Awaiting Response area still appears by default. This additional panel gives members another way to access Actions.

What Kinds of Actions Can Appear in the Actions Panel?

The Actions panel can be configured to display:

• Approvals
• Surveys
• eSignatures
• Assessments
• Questionnaires

By default, it displays all current open Actions and Actions Awaiting Response that the user has permission to view.

Can I Use More Than One Actions Panel?

Yes. You can use multiple Actions panels to separate different Action types on the Homepage.

How Do I Configure the Actions Panel?

To configure the Actions panel:

1. Select Configure in the top-right corner of the panel.

2. Update the following:
   • Panel Display Name
   • Type of Actions to Display
   • Number of items to display

3. Select Save.

Permissions and Plan Notes

Who Can Configure the Homepage?

Organization Admins can configure the Homepage and manage organization-level Homepage settings. The Help Center also notes that Organization Admins are not automatically given access to every item in OnBoard, because permissions are managed separately across areas like Meetings, Resources, and Actions.

Why Might Some Homepage Options Not Appear?

Some Homepage features depend on your organization’s plan.

For example:

• Customers on the Legacy Core package can only create and manage Announcements.
• If your plan does not include Actions, the Awaiting Response panel will not appear.

FAQs

What is the Homepage used for?

• The Homepage is used as a central place for members to review Meetings, respond to Actions, read Announcements, and open important Resource documents.

Why don’t I see the Awaiting Response panel?

• You may not see the Awaiting Response panel because there are no incomplete Actions assigned to you, or because your organization’s plan does not include Actions.

Can I change the Homepage to open the Meeting List instead?

• Yes. Organization Admins can change the landing page in Settings > General > Landing Page and toggle between Home and Meetings.

Can I show the same type of panel more than once?

• Yes. You can add the same panel type more than once. For example, you can create multiple Resources panels that each point to a different folder.

Who can change Homepage panels?

• Organization Admins can change Homepage panels and other organization-level Homepage settings.

What happens when an Action is completed?

• When an Action is completed or submitted, it is removed from the Awaiting Response list.

OnBoard Group Trainings:

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