Managing Your User Profile & Settings (Mobile)

Matt Holmes
Matt Holmes
  • Updated

Be sure to visit your personal Profile in OnBoard to customize the details you'd like to share with your colleagues and view information for others. In profiles you can find the information below:

  • Name
  • Employment Information
  • Contact Information
  • Demographic Information
  • Groups
  • Roles & Terms
  • Bios
  • Social Media Links (Twitter & LinkedIn)

You may also wish to configure some account settings around security or notifications. Here's how!

Viewing Profiles

Accessing Profile From Directory

User profiles can be accessed from your organization Directory. In the Directory, you'll see the organization member list, the names and profile image of other members, and their shared Groups.

To access the Directory on the tablet application, tap the Directory option in the navigation panel and select a user profile.


To access profiles in the Directory on the phone application, tap the (...) More icon, then Directory, and then tap the profile.


Accessing Your Profile From Settings

You can also access your profile from the Setting menu. On tablet app, tap on Profile & Settings on the navigation panel, and then select your profile.


On the phone app,  tap the (...) More icon and then tap your profile. 


Editing Your Profile

Regardless of which device you choose to use, you'll have full control over changing any of your own profile, and  Organization-Wide Admins can edit any user's profile.

To edit on the mobile or tablet app, tap on the edit buttons to edit contact info, demographic info, social media links, and bio. 


Reporting Skills for Skills Tracking

Scroll down to the Skills section and select Edit.


You'll see your organization's skill bank. Select all skills that apply to you. 

Once selected, tap the number to the right of the skill to adjust your proficiency as necessary.


If you have additional skills you'd like to report outside of your organization's skill bank, scroll down to the Additional Skills section and select Create Additional Skill. Type out the skill and tap Create. Then adjust your proficiency as necessary.


Once complete select Save Changes, and you'll have saved your skills. 


Saving your eSignature to your OnBoard Profile

Near the bottom of the Profile page on your mobile device, you'll have the chance to store an eSignature to use later. This can be useful if your Administrator allows saved signatures to be applied to eSignature actions as they are required.

To save your signature, scroll to the bottom of the Profile, and tap either Signature or Initials to begin capturing. Make your signature on the line, then tap Done! Tap Clear to create a new eSignature.


Editing Account/Device Settings

Select Settings to control some aspects about the authentication process, notification options, and more.


Below is a description of what can be found on the OnBoard mobile application, but please keep in mind that not all of these options will appear if you're using a device that does not support the feature. (Example: Touch ID settings will not appear on devices that do not have a biometric sensor, or if viewing Settings from a web browser on a computer.)


Enable Email Notifications

Be sure to turn this setting on if you'd prefer to receive all OnBoard notifications by email in addition to seeing them in the Notifications panel in OnBoard. This is incredibly useful to be kept in the loop of changes happening in your organization while you're not logged in. 

Enable Touch/Face ID

When this setting is enabled, OnBoard will use the fingerprints or facial recognition capabilities of your mobile device to get logged in. To learn more about logging in with this setting, please be sure to take a look at this article:  Learn More About Touch ID / Face ID

Enabling, Setting, and Changing your PIN

Just like with the Touch ID setting mentioned above, when this setting is enabled, you'll be able to configure OnBoard to use a PIN code to get logged in. These settings can help you enable the PIN or change it to something new. This article can help describe logging in with a PIN code more: Learn More About Security PIN Codes

Enable Two-Factor Authentication

Two-Factor Authentication is an excellent way of tightening security on your OnBoard account. Enabling it will, from then on, require both your normal OnBoard username and password as well as a secondary random passcode delivered to you by email or text message to completely log in. This article goes into detail about authenticating with this feature enabled. Learn More about Two-Factor Authentication.

Viewing and Clearing Stored Offline Data

Meetings that have been stored for Offline Access can be found within this list. If you no longer need them to be stored locally on the device, they can be deleted with the Edit button in the upper right corner. This would only be necessary for conserving hard drive space on your device.

Allowing Auto-Download over Cellular Data

Unless in an Airplane mode, mobile devices that can connect to cellular networks are almost always connected to the internet. This is incredibly convenient, however, depending on your monthly data allowance on your cellular plan, you may wish to strictly monitor how much data is being used. Toggling this OnBoard setting on will allow board books to automatically be downloaded while on a metered cellular connection. With the feature turned off, books will only be auto-downloaded while connected to a WIFI network.

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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