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Josh Patton

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Articles

Recent activity by Josh Patton

  • Accepting Invitations to Additional Organizations

    If you already have an OnBoard account, you can use the same login credentials to access multiple organizations. This guide explains how to accept an invitation to join a new organization when you’...

    • Updated
    • 1 follower
    • 0 comments
    • 0 votes

  • Creating & Managing Assessments

    OnBoard Assessments allow boards to gather structured feedback through customizable surveys in a secure, centralized platform. They help measure board and committee effectiveness, capture anonymous...

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    • 2 followers
    • 0 comments
    • 0 votes

  • Creating the Meeting's Agenda and Uploading Documents

    How to Create a Meeting Agenda and Upload Documents in OnBoard This article explains how to create, manage, and download a meeting agenda in OnBoard, including how to add sections, upload document...

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    • 1 follower
    • 0 comments
    • 4 votes

  • Logging in with Two-Factor Authentication (Web)

    Two-Factor Authentication (2FA) adds an extra layer of security to your OnBoard account. If your organization has enabled 2FA, you’ll need to verify your identity after entering your password.What ...

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    • 2 followers
    • 1 comment
    • 1 vote

  • Resetting Passwords and Unlocking Accounts

    If you forget your OnBoard password or get locked out, you can easily reset it yourself. This guide explains how to reset your password on both web and mobile, and how to unlock your account if it’...

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    • 1 follower
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    • 0 votes

  • Creating and Managing User Roles and Terms

     What are Roles and Terms in OnBoard? Many organizations limit how long a board or committee member can serve in a specific role. These limits are usually defined by: Term Duration (how long one ...

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    • 5 followers
    • 3 comments
    • 3 votes

  • "Building" the Meeting Book

    As documents are added to a meeting agenda, OnBoard compiles those files into one combined packet called the Meeting Book (also known as the Board Book). The Build Scheduled / Open Book status butt...

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    • 2 followers
    • 0 comments
    • 2 votes

  • Meeting Visibility States

    Meeting Visibility lets meeting Administrators control how much of a meeting other users can see. This helps when we want people to know a meeting is scheduled, but we’re not ready to share the fu...

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    • 1 follower
    • 0 comments
    • 2 votes

  • Changing an OnBoard ID (Email Address)

    What Is an OnBoard ID? Your OnBoard ID is the email address you use to log in to OnBoard.When you change your OnBoard ID, you are updating your login credentials. Explore the Viewing and Updating...

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    • 3 followers
    • 0 comments
    • 1 vote

  • Meeting Email Notifications

    Meeting Visibility Email Notifications inform meeting invitees when new information becomes available in an OnBoard meeting.When a meeting’s Visibility setting is updated, Meeting Admins (users wit...

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    • 1 follower
    • 0 comments
    • 0 votes