January 2025: Top Tips for 2025, Success at a Glance and Customer Survey

As 2025 begins, it's the perfect time to refine how you utilize OnBoard to enhance your board's efficiency and effectiveness. Whether it's improving workflows, leveraging OnBoard's tools, or adopting best practices, there's always an opportunity to strengthen your board's operations. Watch the webinar here!

Success at a Glance

As part of our commitment to helping you meet and exceed your governance and operational goals, OnBoard provides admins with a quarterly reporting tool: Success at a Glance!

Success at a Glance will help OnBoard Administrators quickly review:

• Board engagement with OnBoard
• Feature utilization and areas for improvement
• Recommended tools
• Recent releases from OnBoard

A report is emailed on the first day of each quarter and allows you to share this dashboard with other members of your team. You will also be able to export the report as an image or PDF. Saving the link to your Success at a Glance Dashboard enables you to access it at any time.

Send Me My Copy

OnBoard Customer Survey

Please take a moment to share your thoughts in this quick survey. It's just 4 short questions and will only take a minute of your time. Your input helps us improve and serve you better.

Take the Survey

OnBoard Permissions

Understanding OnBoard's permission structure is key to efficiently managing access to meetings, resources, and board materials. Properly configuring these permissions ensures your Board members have the appropriate access to view items or perform specific tasks.

It is important to understand is how the roles function at the organization level. At this level, there are three primary roles:

Understanding these permissions can quickly help resolve access issues when someone can't reach the resources they need!

To see more on setting up these and other permissions, head to the OnBoard Help Center.

Understanding Permissions