Basic navigation

In this section, learn how to:

  • Switch between boards while remaining in the same log in session.

  • Access the online Help Center via Diligent Boards, without the need for a link or separate sign in.

  • Explore the library of courses and best-practice templates provided by Diligent Institute.

  • Manage and set permissions for users and committees to access managed and custom reports.

  • Manage confidential documents and view sensitive information in a secure environment.