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