OnBoard provides your organization a Resource Library. This is a perfect place for commonly-accessed documents, hyperlinks, photos, or video links for your team that are not directly associated with any one particular meeting. For example. Policies, Bylaws, Procedures and Strategic Planning documents, or a hyperlink to the OnBoard iPad training guide on the Help Center are all perfect examples of what the Resource Library is intended to be. The objects that are placed in the resource library can be made available to all members in your organization or access can be restricted to individual users and groups.
Creating Resource Folders
The first step in configuring your Library is to create some resource folders for your resources to live. To create a new folder, first navigate to Resources in the navigation, then click "Add" in the top corner of the screen and select "Add Folder". Next, type the name of your newly created folder, then finish it up by clicking Create!
Setting Folder Permissions
After your new folder is created and named, we'll need to configure the list of users who will have access to interact with this folder. Click the three-dot menu that is shown to the far right and Select "Edit Permissions."
This will open the page where permissions can be altered for this folder. To assign access to an entire group, switch to the Groups tab and simply click the + icon next to the group's name. This will grant the basic Reader permission by default, but that can be further altered by clicking the blue Reader button and selecting one of the other available permissions. The same can be done for individual users, instead of groups. Switch back to the Members tab at the top and click the + icon to grant any user individual access. While on the Members tab, you may notice that users already have access to the folder from a group they're a member of. This will be indicated under the user's name, but that can be overwritten by selecting their current permission level and choosing another from the list.
Important: Assigning access to a root-level folder will grant access to all sub-folders and all documents within that folder. Permission levels will be automatically inherited, so no additional permissions will need to be configured at lower levels in the folder structure, unless exceptions need to be made. These exceptions can be configured by first navigating into the root folder's contents, then clicking the 3-dot menu icon on whichever folder or item you wish to modify, then select Edit Permissions.
Adding New Resources to Folders
Once you have created a root-level folder, you can add resources to the folder by first opening it (clicking on the folder name), then clicking Add. There are four different options to choose from.
The first option allows you to create a sub-level folder inside the root-level folder for additional organization. Choosing New Folder from this list of functions is just like creating a root-level folder described above.
Selecting this option will allow you to upload any PDF or Microsoft Office document, which includes Word, Powerpoint, and Excel. You can also upload any image file with the GIF, JPG, or PNG format.
Add External Link
The final type is helpful for including any sort of hyperlink to another website or external resource. An example of this would be to include a hyperlink out to a specific OnBoard training guide on the Help Center.
Add Youtube Video
This option can be used to embed YouTube videos directly into OnBoard. However, if your organization blocks access to streaming video services, OnBoard will respect that restriction. Meaning, in some cases, this feature may not be available.
Moving Resource Folders and Documents
Administrators can move resources and folders between locations in the Resource Library. In order to move a resource, click the menu (three dots) to the right and choose Move from the list of options. From here, click the destination folder you would like, then click the Move button to confirm and save your choice.
Resources can be deleted by clicking the three-dot menu on the right and selecting Delete from this list of options. Keep in mind that deleting a resource folder will also delete everything inside that folder. Deleting is a permanent action that cannot be undone. Resources that have been deleted by accident will need to be re-uploaded into the Resource Library.
Moving/Deleting Multiple Resources (Bulk Actions)
When managing your Resource library, you may wish to move or delete many objects all at the same time. This can be accomplished with the Bulk Actions menu. First, click Select in the upper corner of the Resources page (next to Add). Then use the checkmark next to any of the items in the list you wish to move or delete. Finally, select Bulk Actions in the top right corner, and choose to either move or delete the selected objects.