Signing in for the first time

If you're signing in for the first time, welcome! You can access board materials from your mobile phone or tablet. This topic explains the steps you'll complete upon your first sign-in.

Note

You will need to have a two-factor authentication (2FA) phone number associated with your account to access sites that require SMS 2FA. If you have any questions on this or if you need to change your phone number, contact your administrator.

  1. Open Diligent Boards.

  2. Enter the site name and select Continue.

  3. Enter your username or sign-in email and select Continue.

  4. Enter your case-sensitive password and select Sign in.

  5. You will then be prompted to enter a 2FA SMS code that was sent to your phone.

  1. Enter this code and select Continue.

  2. You will be prompted to enable biometric authentication for offline sign-in. See also Activating Touch ID.

    1. Select Yes to set up Face ID and ensure that you can access the site when offline. If you select No, you will be directly signed in but you will not be able to access the site when offline until you enable Face ID or Touch ID.

    2. Select Allow to allow Diligent Boards to use Face ID.

    3. After confirming that you can use Face ID, you will be signed in.

  1. On your first sign-in, you'll also be prompted to add an email address. Select Add an email address to your account. This makes it easier for you to reset your password if you ever forget it.

  2. Enter your email address and select Continue.

    You may have the option to skip this step, if your organization's security policy allows it. If you skip this step, you'll be asked to enter this information again after 24 hours. Your organization controls the number of times you'll be able to skip this step. After skipping this step enough times, entering this information will become mandatory.

  3. After adding your email address, an email will be sent to that address containing a 6-digit security code. Enter that code in the field that appears and select Continue.

  4. You'll also be prompted to complete your security questions.

    Security questions are used for identification purposes and are required in the event of a password reset. The security questions dialog box appears every time you sign in if your questions on file have not been recorded. If you cancel this process at any time, you won't be signed in.

  1. Select the Select a question field to view a list of available questions.

  2. Select a question, then begin typing your answer in the field directly below. Answers are not case sensitive, but must be at least five characters long, excluding spaces and non-alphanumeric characters.

  3. Select Continue to save your questions and answers.

  4. If you are signing in as a single-site user, you’ll be taken to the Home page for that site.

  5. If you are signing in as a multi-site user, you will see the list of boards that you have access to. Select a board to access it. If that board uses a different authentication method to the one that you signed in with, you will need to enter the password for that site.

  1. If push notifications have been enabled for your site, you may be prompted to choose whether or not to allow them. Push notifications are optional and alert you when your administrator chooses to announce new or updated board material.