Integrations

You can integrate your BoardEffect account with other software products to streamline various processes and workflows such as single sign-on (SSO). The integrations options in BoardEffect are a self-service feature, and they may require assistance from your internal IT team. The BoardEffect Support team has limited ability to assist with your organization's integrations process.

  1. On the BoardEffect home page, from the left navigation, select Site Settings .

  2. Select Integrations from the list of options.

  3. You can select from the following tabs to view the software products available for integration.

    • Single Sign-On

    • Reports

    • Video Conferencing

    • File Storage

    • Custom Applications

  4. Use the On indicator to identify which software is currently integrated with BoardEffect.

  5. To integrate a new software product, select Configure to open the configuration details page.

  6. To complete the integration, enter information in the required fields, select the checkbox next to Activate this Integration, and then select Save.

  7. To add a new software product, select the Custom Application tab, and then select Add New Application. This integration requires assistance from your internal IT team.