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Josh Patton

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Articles

Recent activity by Josh Patton

  • Managing Organization Feature Settings

    Feature Settings is the third tab in Organization Settings. Organization Administrators can use this tab to manage feature-related settings for: Directory and member profiles Meetings Microsoft 365...

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  • Managing Meeting Settings

    In OnBoard, a meeting's Settings allow meeting administrators to control visibility, document behavior, agenda tools, notifications, and publishing options for a meeting. These settings help ensur...

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  • 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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  • Managing User Profile & Settings (WEB)

    Your Profile & Settings page in OnBoard lets you manage your personal profile, account security, notification preferences, signatures, and organization-specific settings.This article explains how t...

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    • 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
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  • Setting Organization Data Preferences

    Organization Administrators can manage data collection and data retention settings from the Data Preferences page in Organization Settings.Data Preferences control: Whether Meeting Analytics data i...

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  • 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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    • 4 votes

  • 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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  • Creating and Managing User Roles and Terms

     Roles and Terms in OnBoard?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: T...

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    • 5 followers
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    • 3 votes

  • Configuring Zoom Integration

    Setting up the Zoom Integration in OnBoard from Passageways on Vimeo.   OverviewWhat is the Zoom Integration in OnBoard?The Zoom integration in OnBoard allows authorized users to connect Zoom acc...

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    • 3 followers
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    • 1 vote