Week 1: Your OnBoard Configuration (Overview & Initial Configuration)

Jenni Washington
  • Edited

You've made a great choice with OnBoard and deserve an intuitive platform that increases collaboration, improves board effectiveness and efficiency, and delivers secure and compliant communications and documentation.

We have designed a prescriptive onboarding series with mini "missions" to complete. These will guide you through the same path that over 3,000 successful organizations have followed to implement their board intelligence platform.

Quick Task

Take a few minutes right now and schedule two to three, 30-minute blocks into your weekly calendar between now and your next board meeting so that you have time set aside in what's sure to be a very full calendar of important projects with competing priorities!

Today's Mini Mission

  • Review and Bookmark the Implementation Checklist
  • Personalize your Organization Info tab with a logo and important company details
  • Configure your Org-Wide Settings to ensure compliance with security policies and preferences for features are properly set
  • Register for Live Administrator Training or watch the on-demand version below.

Need Help?

If you get stuck, search our knowledgebase or email success@onboardmeetings.com.

Sincerely,

Your OnBoard Digital Success Team

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