Navigating the BoardEffect home page

Get familiar with the components of the BoardEffect home page.

Navigation Bar

The Navigation Bar is a sidebar menu with a list of main options to access workrooms, meeting resources, and approval requests, and to send secure messages on the platform. 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 to go back to 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 – This option is available only 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.

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

  Note

  Members whose organization has integrated with Salesforce also see the Reports option on the Navigation Bar. Contact your system administrator to learn more about the types of Reports available for your organization in case you see Reports listed here.

Main display area

This area of the home page displays upcoming meetings and events, important news and updates, and collaboration requests among Board and Committee Members.

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:

• Welcome Message - Read the welcome message from your organization.

• Events - Preview your upcoming events, with options to review meeting materials, join a meeting, and open or export your calendar of events.

  An indicator next to My Upcoming Events shows the number of your upcoming meetings or events.

  Note

  The Open Calendar and Export options display on the My Upcoming Events card even when there is no future event that you need to review.

• News - Preview the news, updates, and announcements from your organization, Chair, Administrator, and so on.

  An indicator next to News shows the number of news items that have been uploaded.

  To read the full text of the news item, select Read More.

• My Polls and Surveys - Preview polls or surveys that you have been invited to take.

  An indicator next to My Polls and Surveys shows the number of polls or surveys that are waiting for your response.

  Select the title of the poll to open it.

  To view the Results of the poll, select the menu icon on the far right of the list item, then select Results.

• My Tasks - Preview tasks that have been assigned to you.

  An indicator next to My Tasks shows the number of tasks that are waiting for your response.

  Select the title of the task to open it.

• My Schedulers - Preview future meetings that are under scheduling and waiting for you to submit your preference for date and time.

  An indicator next to My Schedulers shows the number of future meetings that are waiting for your response.

  Select the title of the future meeting to open the scheduling invitation.

• My Discussions - Preview topics that you have been invited to discuss online.

  An indicator next to My Discussions shows the number of topics that you have been invited to discuss.

  Select the title of the topic to view more details and participate in the discussion.

Search, Help, and Profile

In the top right section of the home page, you can search the site, access the Knowledge Base, get in touch with customer support, and, finally, sign out of BoardEffect:

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

• 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.