Getting Started
- OnBoard First Steps - START HERE!
- OnBoard Refresher Video
- OnBoard Quick Start Guide - Downloading the App, Logging In, Setting up Your Profile
- Administrator FAQs
- PDF: Administrator Quick Reference Guide
- PDF: End-User Quick Reference Guide
Frequently Asked Questions (FAQs)
- [All Users] How long before I'm automatically logged out of OnBoard? [Timeout]
- [All Users] How do I download a copy of my Meeting Book?
- [All Users] What types of files can be used in OnBoard?
- [All Users] How do I change my OnBoard ID (Email Address)?
- [All Users] How do I change or reset my OnBoard Account Password?
- [All Users] How do I enable/disable email notifications from OnBoard?
User Management and Profiles
- Inviting Users to your Organization (Individual & Bulk CSV Import)
- Removing Users From Your Organization
- Creating and Managing Groups
- Creating and Managing User Roles and Terms
- Editing Another User's OnBoard Profile (Org Admins Only)
- Managing Your User Profile & Settings (Web)
Dashboard and Organization Settings
Meetings
- Increasing Collaboration in Board and Committee Meetings
- Improving Productivity For Data-Driven Strategic Meetings
- Navigating the Meeting Calendar Page
- Creating, Copying, and Deleting Meetings
- Creating the Meeting's Agenda and Uploading Documents
- Managing Meeting and Agenda Permissions
Actions (Approvals, Surveys, eSignatures)
Resources
OnBoard Messenger
Notifications
Tasks
OnBoard Mobile Applications (iPad, iPhone, Android, Windows)
- Mobile App Security PINs, TouchID/FaceID, and 2-Factor Authentication
- Recording: iPad Basics Training
- Training Vignette: Installing the OnBoard iPad Application
- Training Vignette: Logging into the OnBoard iOS App (iPad/iPhone)
- PDF: OnBoard iPad Application Guide
- PDF: OnBoard iPhone Application Guide