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 Events displays the number of upcoming events. While System Admins can access all events, board members can view the events that are relevant to them.

• 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 icon Type your search terms, in the search bar and search the full site for results, including document name and content.

• Help icon Has the following options:

  • Open knowledge base Select to find step-by-step instructions, videos, and webinar recordings on new and existing features and learn more about the product.

  • Contact support Select to get in touch with our dedicated customer support team.

  • System Administrator Displays the name of your System Admin.

• Profile icon Enables you to view and edit your profile.

Update profile

When you select the profile icon, in the Profile window, you can view the following tabs:

• Basic information Displays your first and last name.

• Contact Displays the following:

  • Company information

  • Personal information

  • Alternate contact information

• Workrooms Displays the workrooms that you are associated with.

• Term info Displays the term information about the workrooms that you are associated with.

• Additional Displays the following information:

  • Timezone

  • Date preference

  • Locale

  • Custom fields

  • Account information and settings

When you select the Edit profile button, in the Edit profile window, you can edit the following in each tab:

• Basic information You can add or modify your prefix and middle name. If you want to modify your first and last name, select the here link that appears in the info box. You are navigated to the Diligent One Platform user profile page, where you select the Update profile button. For more information about updating profile, see Updating profile.

• Contact You can modify your contact details. If you want to modify your company, title, or phone number, select the here link that appears in the info box. You are navigated to the Diligent One Platform user profile page, where you select the Update profile button. For more information about updating profile, see Updating profile.

• Workrooms Delete a workroom assignment.

• Term info Add or modify term information.

• Additional Modify account information and settings. If you want to modify timezone, date preference, and locate, select the here link that appears in the info box. You are navigated to the Diligent One Platform user profile page, where you select the Update profile button. For more information about updating profile, see Updating profile.

• More Use this tab to add any attachments such as your profile picture.