Profile Overview

Viewing Profiles

Directory Access

How Do I View a Profile From the Directory?

You can access user profiles from your organization’s Directory.

The Directory may show:

• Organization members
• Names
• Profile images
• Shared groups

To access the Directory on the tablet app:

1. Tap Directory in the navigation panel.
2. Select a user profile.

To access profiles on the phone app:

1. Tap the More icon.
2. Tap Directory.
3. Tap the profile you want to view.

Settings Access

How Do I Open My Profile from Settings?

You can also access your own profile from the Settings menu.

On the tablet app:

1. Tap Profile & Settings in the navigation panel.
2. Select your profile.

On the phone app:

1. Tap the More icon (...)
2. Tap your profile.

(...) More icon and then tap your profile. 

Profile Photo

How Do I Add or Update My Profile Photo on Mobile?

If your organization allows profile photo updates, you will be able to add or change your profile photo from your mobile profile.

 

Steps:

1. Navigate to your profile:
   • Tap the More icon (...)
   • Tap your profile at the top
2. Tap Edit in the top right.
3. Tap Edit below your profile photo or photo area.
4. Choose between the selection options:
   • Take Photo
   • Select from Photos
   • Select from Files
5. Select Save Changes in the top right.

NOTE: Profile photos may be automatically cropped. For best results, use a square image.

Editing Your Mobile Profile

Profile Editing

How Do I Edit My Profile in the Mobile App?

You can manage your own profile from the mobile or tablet app. Organization-Wide Admins may also be able to edit user profiles.

To edit your profile:

1. Open your profile.
2. Tap the edit button for the section you want to update.
3. Make your changes.
4. Save your changes.

• Profile photo
• Name and employment information
• Contact information
• Demographic information
• Additional board experience
• Biography
• Skills
• Social media links
• Groups, roles, and terms
• eSignature and initials

Name and Employment Information

How Do I Update My Name, Title, or Employer on Mobile?

Your profile may include basic information such as your name, employer, and title.

 

To update this information:

1. Open your profile.
2. Tap Edit in the profile details section.
3. Update the available fields.
4. Save your changes.

Depending on your organization’s settings, some fields may not be editable from the mobile app.

Demographic Information

How Do I Update Demographic Information on Mobile?

If your organization collects demographic information, you may be able to update it from your mobile profile.

 

Demographic information can help your organization better understand the communities represented within your board or leadership group.

 

You may be able to add or update information such as:

• Date of birth
• Gender identity
• Race or ethnicity
• LGBTQ+ identity
• Military veteran status
• Disability status

You may also be able to choose not to disclose some information.

NOTE: Your Administrator may limit who can view demographic information in your organization.

Groups, Roles, and Terms

How Do I View My Groups, Roles, and Terms on Mobile?

Your profile may show the groups you belong to and any roles or terms assigned to your user profile.

• Roles are permissions or positions assigned to a user.
• Terms are date-based service periods or assignments connected to a role.

To view this information:

1. Open your profile.
2. Scroll to Groups, Roles, and Terms.
3. Tap a group to view more detail, if available.
4. Review your assigned roles and terms.

Additional Board Experience

How Do I Add Other Board Experience on Mobile?

The About section lets you list other boards you currently serve on or have served on in the past.

 

To add or edit board experience:

 

1. Open your profile.
2. Scroll to About.
3. Tap Edit.
4. Enter the organization name.
5. Enter your role.
6. Mark the role as active if you currently serve with that organization.
7. Save your changes.

You may also be able to add multiple board experiences or select that you have no prior board experience.

Social Media Links

How Do I Add Social Media Links on Mobile?

• X.com handle
• LinkedIn profile link

1. Open your profile.
2. Scroll to the Social section.
3. Tap Edit.
4. Add your social profile information.
5. Save your changes.

Skills Tracking

How Do I Report Skills in the Mobile App?

If your organization uses Skills Tracking, you can report skills from your mobile profile.

To report skills:

1. Scroll to the Skills section.
2. Tap Edit.

You’ll see your organization’s skill bank. A skill bank is a list of skills your organization tracks.

To add skills from the skill bank:

1. Select each skill that applies to you.
2. Tap the number to the right of the skill to adjust your proficiency, if needed.

To add a skill that is not in the skill bank:

1. Scroll to Additional Skills.
2. Tap Create Additional Skill.
3. Type the skill name.
4. Tap Create.
5. Adjust your proficiency, if needed.

When finished, select Save Changes.

Mobile eSignature

How Do I Save an eSignature on Mobile?

You can save an eSignature from your mobile profile. This is useful if your Administrator allows saved signatures for eSignature actions.

To save a signature or initials:

1. Open your profile.
2. Scroll near the bottom of the page.
3. Tap Signature or Initials.
4. Sign or write your initials on the line.
5. Tap Done.
6. Tap Clear if you want to start over.

Mobile Account and Device Settings

Settings Overview

What Settings are Available in the Mobile App?

Tap Settings to manage account and device options in the OnBoard mobile app.

Some options may not appear on every device. For example, Touch ID or Face ID settings only appear on devices that support biometric sign-in.

Biometric sign-in means using a fingerprint or facial recognition to sign in.

Email Notifications

How Do I Enable Email Notifications on Mobile?

Touch ID and Face ID

How Do I Enable Touch ID or Face ID?

Touch ID uses your fingerprint to sign in.
Face ID uses facial recognition to sign in.

When Touch ID or Face ID is enabled, OnBoard can use your device’s biometric sign-in feature to help you log in.

Security PIN

How Do I Enable or Change my PIN?

A PIN is a personal identification number used to help sign in.

When PIN sign-in is enabled, you can use a PIN code to access OnBoard on your device.

In mobile settings, you may be able to:

• Enable a PIN
• Create a PIN
• Change your PIN

Two-Factor Authentication

How Do I Enable Two-Factor Authentication on Mobile?

Two-factor authentication adds another layer of security to your OnBoard account.

When it is enabled, signing in requires:

1. Your OnBoard username and password.
2. A second verification code sent by email, text message, or another approved method.

Offline Data

How Do I View or Clear Stored Offline Data?

Meetings saved for offline access appear in the stored offline data list.

Offline access lets you view selected meeting materials on your device when you do not have an internet connection.

To remove stored offline data:

1. Open mobile settings.
2. Find the offline data list.
3. Tap Edit in the upper-right corner.
4. Delete any items you no longer need.

Clearing offline data can help free storage space on your device.

Cellular Data Auto-Download

How Do I Control Auto-Downloads over Cellular Data?

If your mobile device has cellular data, you can choose whether OnBoard automatically downloads board books when you are not connected to Wi-Fi.

Cellular data means internet access through your mobile carrier.
Wi-Fi means internet access through a wireless network, often at home, work, or a public location.

When Allow Auto-Download over Cellular Data is turned on:

• Meeting books can automatically download using cellular data.

When it is turned off:

• Meeting books only auto-download when connected to Wi-Fi.

If your cellular plan has a data limit, you may want to keep this setting turned off.

FAQs

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.