Training & FAQs
Guides and frequently asked questions covering everything from the basics to specific product features.
These articles will help new OnBoard users understand the basics.
Here are answers to the most asked questions.
Learn how to manage your directory, groups, user profiles, skills, and roles & terms.
How to organize your dashboard, manage announcements, and configure the settings of your OnBoard organization.
Everything you need to know about creating, managing and running your meetings in OnBoard.
There’s unlimited cloud-based storage in OnBoard! Here’s how to manage the folders and files in your resource library.
See what notifications are sent from OnBoard and managed in the Notifications tab.
How to manage our Actions tools: Approvals, Surveys, eSignatures, Questionnaires, and Assessments.
Communicate and collaborate from anywhere using built-in chat capabilities.
How to configure Single Sign-On (SSO) and log in with your organization's identity provider.
How to use OnBoard's iOS and Android apps for your phone or tablet.
See how the Global Administrator feature can assist with managing permissions and running user engagement reports.