Jim Daly

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Activity overview

Latest activity by Jim Daly
  • Jim Daly created a post,

    2FA for Onboard website


    With more and more data breaches, data compromises and phishing happening, there is a risk that logon credentials could be obtained by the bad guys.  If that was to happen, the board reports which ...

  • Jim Daly created a post,

    Offline Pin and Logout

    Is there any manner to save the offline PIN, or bypass entering one every time the user logs in? It seems counter intuitative that the PIN cannot be saved. We educate, train and enforce logout poli...

  • Jim Daly created a post,

    Contributor list


    Would like to see a listing in the right hand column as to who is a contributor to each specific section. This would give an administrator an "at a glance" view on one screen of who should be provi...

  • Jim Daly created a post,

    User Tracking

    We would like for the ability to have log reports and user logins tracked. This can ideally be set at the institution level to allow tracking or not allow tracking. Then in enabled, the admin can t...

  • Jim Daly created a post,

    Template Protection

    We have built two templates, one for monthly board reports and one for quarterly board reports. We understand that we can easily copy these templates to build future reports, and that is a great fe...