Andrew Sompels
Articles
Recent activity by Andrew Sompels
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Administrator Getting Started Guide
Welcome to the Administrator Getting Started Guide, your go to checklist for configuring OnBoard with confidence using proven leading practices. This guide walks you through the core configuration ...
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Understanding Network Connection Lost and Realtime Status in OnBoard
While utilizing OnBoard, you may occasionally receive a Network Connect Lost notification or observe a Realtime Status indicator indicating network complications. Comprehending the implications of ...
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Managing Permissions for Microsoft 365 Document Editing
With OnBoard’s Microsoft 365 Document Editing, you can collaborate with other Admins and Contributors by editing your documents within meetings and resource folders. With OnBoard permissions, you ...
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SSO - IT - Single Sign-On Application Setup
This article describes the steps involved, information needed, and order of operations to properly set up the OnBoard SSO application inside of your Identity Provider. About OnBoard SSOWhen config...
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Deactivating or Deleting Accounts
Use this article to temporarily deactivate, reactivate, or permanently delete users in OnBoard. It also explains how to do these actions in bulk and what happens to a user’s access and data after e...
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OnBoard Release Notes: April 8, 2026 - April 21, 2026
Between April 8, 2026 and April 21, 2026 we released updates to OnBoard that added maintenance and security updates, changes, and new features.New Features & EnhancementsComplete Meetings - April 2...
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AI Minutes - Zoom and Teams Pre-Meeting Checklist
Prior to running your first meeting with OnBoard's AI Minutes, you'll want to ensure that your Zoom and Teams' settings are configured to allow the OnBoard Recording Assistant to record and transcr...
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Edited Document Publishing
With Document Publishing, you can manage when your edits to Microsoft Word, Excel, and PowerPoint documents are visible to Readers in OnBoard. For more information on how to edit Microsoft docume...
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Understanding OnBoard Permissions
Understanding how permissions work in Onboard is critical to allowing you and your organization to access and edit your Meetings, Approvals, and other board materials. We'll explore the different t...
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OnBoard Overview Video
OnBoard Overview Video from OnBoard Meetings on Vimeo. OnBoard Group Trainings: If you are interested, we do offer further education. You can find the calendar and register for various group trai...
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