Welcome to the Administrator Getting Started Guide, your go to checklist for configuring OnBoard with confidence using proven leading practices. 

This guide walks you through the core configuration steps in the recommended order, so your organization is structured, secure, and ready for productive meetings from day one. 

Start at Step 1 and move through in order, using the blue hyperlinks to dive deeper into any step as you go. You will also find best practices and tips & tricks highlighted throughout the guide, and you can explore more in our Best Practices and Tips & Tricks Community pages.

For self-guided training at your own pace, enroll in learning paths in OnBoard Academy. 

Step 1: Manage Members

Add Members

Add your board and committee members to the Directory.

Important Note: You can hold off on sending invites until setup is complete!

Manage Permissions

Decide which members should be Admins or Creators. 

Create Groups

Organize members into groups for your board and committees to keep everything structured.

Pro Tip: Create an Admin Group to easily manage Admin Access across your Meetings, Resources, and Actions.

Step 2: Review Settings

General Settings

Decide if members can download documents.

Security Settings

Enable two-factor authentication or app security.

Feature Settings

Manage the settings for the features used throughout your organization.

Step 3: Populate Your Resource Library

OnBoards' Resource Library is your unlimited storage hub for all your organization's key information.

Organize with Folders

Create folders for board and committee documents.

Pro Tip: Use naming conventions to customize the display order for your resource folders and file. 

Drag and Drop

Upload documents directly into the folders.

Manage Permissions

Ensure the right people have access to the right materials.

Step 4: Create a Meeting

Quickly create your agenda, build your meeting book and manage who has access and when!

Manage Invitees

Choose members and set their permissions.

Create the Agenda & Meeting Book

Assemble everything into a single, easy-to-navigate meeting book.

Publish

Share the meeting at the right time, so invitees can begin preparing.

Step 5: Customize the Homepage

Make your Homepage a helpful starting point for members.

Organization Details

Update the organization's logo, profile info, and board leadership.

Homepage Panels

Decide what content is displayed on the homepage and its location.

Add Announcements

Share important updates and keep everyone connected.

Step 6: Invite Members

Once Resources, Meetings, and the Homepage are ready, you're set to invite members.

From their they can login, access materials, and begin streamlining their preparation for effective board governance. 

Step 7: Board Member Training

Set your organization up for success by giving a quick overview of the platform.

Prepare For Board Member Training

Ensure your OnBoard organization is set up to provide a seamless training experience, and create a demo member account.

Training Videos

Send your members links to on-demand training videos for both the web and tablet versions of OnBoard.

Best Practices and Tips & Tricks

Unlock the full potential of OnBoard. Visit our Best Practices and Tips & Tricks articles to elevate board engagement and strengthen your organization’s governance.

OnBoard Academy

Keep learning! Explore courses and learning paths in OnBoard Academy.

• Admin Getting Started Guide.pdf9 MB