Features

You can customize your BoardEffect account by selecting from the options on the Features page. This topic includes a description of each option.

  1. On the BoardEffect home page, on the left-side Navigation Bar, select Site Settings .

  2. Select Features from the list of options.

  3. T o customize your account, select the checkbox next to one or several of the following options:

    • Email Messaging: you can set users' email permissions. To enable users to send email messages through BoardEffect, select the checkbox. Clear the checkbox to prevent users from sending a message from their BoardEffect account.

    • Receive Updates: to automatically subscribe new users to the Daily Digest, select the check mark. When you automatically subscribe users, they have the option to unsubscribe in their settings.

    • Prevent Admins from Accessing All Workrooms by Default: you can require system administrators to request access to all workrooms.

    • Private Folders: to allow users to upload their own files in the platform, select the check mark. Their files will be available in a private folder.

    • Share Annotations: you can allow users to share their comments and edits in a Meeting Book with other users.

    • Contributor Link Expiration: select the amount of time a workflow link is valid. The workflow link directs users to the materials in a Meeting Book that are ready for review.

    • Daily Digest Frequency: you can establish how often subscribed users receive Daily Digest emails from BoardEffect.

    • BoardEffect Templates: you can select a pre-populated template for Meeting Books, custom fields, and surveys. To assign a template to a workroom, select a template from the Generate Template menu, and then select a workroom in the Select Workroom menu.

  4. T o save your changes, select Save.