Getting Started
Start here! These articles will help new users understand the basics of OnBoard.

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Frequently Asked Questions (FAQs)
This section will include a few of the top specific questions our teams receive.

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User Management and Profiles
This section will help with inviting users into your organization, managing your own profile, and more.

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Dashboard and Organization Settings
These articles will help you understand the Dashboard page, as well as the organization-wide settings.

Single Sign-On (SSO)
Articles related to Single Sign-On, going over general use, logging in as a user, and the initial setup and settings.

Meetings
This section will help with the meeting creation process.

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Actions
Tips on creating, viewing, and administering Approvals, Surveys, eSignatures, Questionnaires, and Assessments.

Resources
Everything you need to know about uploading, managing, and accessing Resources.

Messenger
This section will cover using the Messenger feature to send and receive communications within OnBoard.

Notifications
These articles cover the Notifications that OnBoard uses to keep your members and administrators updated.

Tasks
This section covers using Tasks to set up and assign tasks to users, and how they can complete them.

OnBoard Mobile Applications
iPad, iPhone, Android, and Windows

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Global Administrators
Information on using the Global Administrator account to correct permissions in your organization items or run engagement reports.