Overview of OnBoard Notifications
What notification methods are available in OnBoard?
- Your role in OnBoard
- Your permissions
- Your organization's settings
- Enabled OnBoard features
- Your activity within the platform
Notification Timing and Delivery
What do Immediate notifications mean?
- Approval requests
- Meeting updates
- eSignature requests
- Survey invitations
What do Grouped (Delayed) notifications mean?
- Often delivered about one hour after the most recent related activity
- Delivery timing may vary
- Helps reduce notification volume
What do Scheduled notifications mean?
- Upcoming meeting summaries
- Meeting feedback requests
- Event reminders
What is required to receive email notifications?
- A valid email address on your OnBoard account.
- Email Notifications enabled in your OnBoard profile settings.
| Note: Certain account and security-related emails may still be sent when required to complete an action or protect your account. |
What is required to receive mobile push notifications?
- The OnBoard mobile app installed.
- A device registered with OnBoard.
- Notifications allowed in your device settings.
Account and User Management Notifications
Which account and user management notifications can I receive?
Notification |
Delivery Schedule |
Mobile Push |
|
|---|---|---|---|
| Invitation to join an organization | Immediate | Yes | Existing OnBoard users may also receive push notifications |
| Account invitation confirmation code | Immediate | Yes | No |
| Login password reset request | Immediate | Yes | No |
| Password reset confirmation | Immediate | Yes | No |
| Email address change confirmation | Immediate | Yes | No |
| Two-factor authentication (2FA) code | Immediate | Yes (SMS available if enabled) | No |
| Admin delegation succeeded | Immediate | Yes | No |
| Admin delegation failed | Immediate | Yes | No |
| Admin delegation request succeeded | Immediate | Yes | No |
What is two-factor authentication (2FA)?
Meeting and Agenda Notifications
Which notifications are available for meetings and agendas?
Notification |
Delivery Schedule |
Mobile Push |
|
|---|---|---|---|
| Meeting details or visibility changed | Immediate | Yes | Yes |
| Meeting reminder sent by an administrator | Immediate | Yes | No |
| Meeting Brief Summary | Scheduled: 24 hours or 72 hours in advance of meeting when Published. | Yes | No |
| Meeting annotation shared | Grouped (Delayed) | Yes | Yes |
| Board book build completed | Immediate | Yes | No |
| Board book failed to build | Immediate | Yes | No |
| Meeting feedback requested | Scheduled 24 hours after the meeting or sent by an administrator | Yes | No |
| Meeting feedback shared | Grouped (Delayed) | Yes | No |
For more information on meetings, review the articles in the Meetings Section of the OnBoard Help Center.
What is a board book?
What are meeting annotations?
- Meeting management articles
- Agenda management articles
- Board book articles
- Meeting feedback articles
Resource Notifications
Which notifications are available for resources?
Notification |
Delivery Schedule |
Mobile Push |
|
|---|---|---|---|
| Resource uploaded | Grouped (Delayed) | Yes | Yes |
| Resource annotation shared | Grouped (Delayed) | Yes | Yes |
For more information, review the Resources help article.
What are resource annotations?
Announcement Notifications
Which notifications are available for announcements?
Notification |
Delivery Schedule |
Mobile Push |
|
|---|---|---|---|
| Announcement created or updated | Immediate | Yes | Yes |
For more information, review the Announcements help article.
Approval Notifications
Which notifications are available for approvals?
Notification |
Delivery Schedule |
Mobile Push |
|
|---|---|---|---|
| Approval comment posted | Immediate | Yes | Yes |
| Approval opened for voting | Immediate | Yes | Yes |
| Approval voting closed | Immediate | Yes | Yes |
| A vote was changed | Grouped (Delayed) | Yes | Yes |
| All votes were received | Immediate | Yes | Yes |
| Reminder to review an approval | Immediate | Yes | Yes |
| Reminder to vote on an approval | Immediate | Yes | Yes |
Survey Notifications
Which notifications are available for surveys?
Notification |
Delivery Schedule |
Mobile Push |
|
|---|---|---|---|
| Survey opened for participation | Immediate | Yes | Yes |
| Survey participation closed | Immediate | Yes | Yes |
| Reminder to review a survey | Immediate | Yes | Yes |
| Reminder to respond to a survey | Immediate | Yes | Yes |
For additional information review the Surveys article in the Help Center.
eSignature Notifications
Which notifications are available for eSignatures?
Notification |
Delivery Schedule |
Mobile Push |
|
|---|---|---|---|
| eSignature opened for signing | Immediate | Yes | Yes |
| eSignature signing closed | Immediate | Yes | Yes |
| All signatures were received | Immediate | Yes | Yes |
| eSignature reminder | Immediate | Yes | Yes |
For additional information review the eSignatures article in the Help Center.
Assessment Notifications
Which notifications are available for assessments?
Notification |
Delivery Schedule |
Mobile Push |
|
|---|---|---|---|
| Assessment opened for your response | Immediate | Yes | No |
| Assessment closed | Immediate | Yes | No |
| Reminder to complete an assessment | Immediate | Yes | No |
| Admin reminder to review assessment responses | Immediate | Yes | No |
For additional information review the Assessments article in the Help Center.
Questionnaire Notifications
Which notifications are available for questionnaires?
Notification |
Delivery Schedule |
Mobile Push |
|
|---|---|---|---|
| Questionnaire opened for your response | Immediate | Yes | No |
| Questionnaire closed | Immediate | Yes | No |
| Reminder to complete a questionnaire | Immediate | Yes | No |
| Admin reminder to review questionnaire responses | Immediate | Yes | No |
| All questionnaire responses submitted and ready for review | Immediate | Yes | No |
For additional information review the Questionnaires article in the Help Center.
Minutes Builder Notifications
Which notifications are available for meeting minutes?
Notification |
Delivery Schedule |
Mobile Push |
|
|---|---|---|---|
| Meeting minutes sent for review | Immediate | Yes | Yes |
| Meeting minutes visibility changed | Immediate | Yes | Yes |
AI Minutes Notifications
Which notifications are available for meeting minutes?
Notification |
Delivery Schedule |
Mobile Push |
|
|---|---|---|---|
| Meeting minutes sent for review | Immediate | Yes | Yes |
| Meeting minutes published | Immediate | Yes | Yes |
Messenger Notifications
Which notifications are available for Messenger?
Notification |
Delivery Schedule |
Mobile Push |
|
|---|---|---|---|
| New message received | Grouped (Delayed) | Yes | Yes |
Task Notifications
Which notifications are available for tasks?
Notification |
Delivery Schedule |
Mobile Push |
|
|---|---|---|---|
| New task assignment | Immediate | Yes | No |
Skills Tracking Notifications
Which notifications are available for skills tracking?
Notification |
Delivery Schedule |
Mobile Push |
|
|---|---|---|---|
| Request to update your skills | Immediate | Yes | No |
For additional information review the Skills Tracking article in the Help Center.
Agenda Collaboration Notifications
Which notifications are available for agenda collaboration?
Notification |
Delivery Schedule |
Mobile Push |
|
|---|---|---|---|
| Added as a reviewer | Immediate | Yes | No |
| Reminder to review | Immediate | Yes | No |
| New comment or reply added | Immediate | Yes | No |
For additional information review the Agenda Collaboration article in the Help Center.
Troubleshooting Missing Notifications
Why am I not receiving a notification?
- You are not a recipient of the related meeting, task, resource, or action.
- Your role or permissions do not qualify for the notification.
- The feature is not enabled for your organization.
- Email notifications are disabled in your OnBoard profile.
- Push notifications are disabled for the OnBoard mobile app on your device.
- The action does not trigger a notification.
- An administrator chose not to notify participants.
How can I troubleshoot missing email notifications?
- Verify that your email address is correct in OnBoard.
- Confirm that Email Notifications are enabled in your profile.
- Check your spam, junk, clutter, or quarantine folders.
- Confirm that your organization's email filtering system is not blocking messages from OnBoard.
- Ask your administrator whether the relevant feature is enabled.
How can I troubleshoot missing mobile push notifications?
- Confirm that the OnBoard mobile app is installed.
- Verify that your device is registered.
- Check that notifications are allowed in your device settings.
- Ensure you are signed in to the correct OnBoard account.
- Ask your administrator whether the feature supports push notifications.
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