Administrator home page in BoardEffect

When you sign in to BoardEffect, the home page displays first. The Administrators home page is similar to the Board members home page, with additional options available for Administrators to set up and manage meetings efficiently and securely.

Generally, the layout of the Administrators home page consists of the following:

  • Navigation Bar on the left of the home page, with a list of options to quickly access and manage areas such as workrooms, Directory, Library, or Site Settings.

  • Main display area in the middle of the home page, displaying the Welcome Message, Calendar of Events, News, Polls and Surveys, Tasks, Scheduler, and Discussions.

  • Header in the top right of the home page, displaying Search, What's New, Help, and Profile. Here, you can search the full site and stay up to date on the latest product updates from Diligent BoardEffect. You can also access your own Profile settings, find contact information for your organization's system administrator and our dedicated customer support team, access our Knowledge Base, or sign out.

    Note

    User permissions set up in the Directory control the options and content that an individual workroom administrator sees on the home page. Only system administrators have access to Site Settings and all other options and content in BoardEffect.

Navigation Bar

The Navigation Bar is a sidebar menu with a list of main options on the BoardEffect platform where Administrators can set up and manage meetings, meeting materials, and other resources, including workrooms, Library, and Directory pages. Additionally, system administrators can access Site Settings on the Navigation Bar.

  •  Home – Select the home icon from ?any page in BoardEffect in order to go back to or refresh the home page.

  •  Workrooms – Access the list of Board and Committee workrooms where you are the designated workroom administrator or a Member.

    Note

    System administrators can access all workrooms for their organization.

  •  Library – Access and manage files and documents in the Resource Library. You can also access Meeting Books and supplemental documents in the workroom libraries for Boards or Committees where you are the designated workroom administrator or a Member.

    For more information, see Managing libraries in BoardEffect.

    Note

    System administrators can access all files and documents in all libraries.

  •  Directory – Access and manage the directory of all users, including creating and deactivating user accounts. Depending on your Administrator permissions, you can edit user profiles or add users to specific workrooms.

    For more information, see Adding users to BoardEffect.

  •  Messaging – Send an email message directly from BoardEffect to a user, individually or grouped by user categories or workrooms.

  •  Approvals – View and respond to approval requests that you received and view your own approval history. Additionally, view and manage approval requests that you have created or have permission to view, including messaging approvers.

    Note

    System administrators can access all approvals and their history.

  •  Site Settings – The Site Settings menu option is only available to system administrators to set up and manage users and user categories, workrooms, mobile devices, email templates, security options, and so on. Here, system administrators can also run reports and set up third-party software integrations.

  • Logo – Find your organization's logo at the top of the Navigation Bar.

    Note

    System administrators can upload the logo in Site Settings / General Settings / Look and Feel.

  •  Menu icon – Select the menu icon to show or hide the Navigation Bar on the home page.

Welcome Message, Calendar of Events, News, Polls and Surveys, Tasks, Scheduler, Discussions

This area of the home page displays upcoming meetings and events, important news and updates, and collaboration requests among Board and Committee Members. Administrators also have the option to edit and manage the items in the sections.

Open any of the sections by selecting the down arrow.

You can also navigate between the sections by expanding or collapsing each section and scrolling up and down the page.

The main display area holds the following sections:

Search, What's New, Help, and Profile

The top right area of the home page holds the search, product announcements, help, and profile sections. You can also sign out of BoardEffect here.

  • Search - Type your search terms in the search field, such as name of a meeting book, and search the full site for results, including document name and content.

  • What's New - Select the bell icon to see the latest product updates and stay up to date on important news and information from Diligent BoardEffect.

  • Help - Select Open knowledge base to find step-by-step instructions, videos, and webinar recordings on new and existing features and learn more about the product. Alternatively, select Contact support to get in touch with our dedicated customer support team. You can also find the contact information of your system administrator here.

  • Profile - Access and edit your own Profile, Change Password, or Sign Out of BoardEffect.