Help Center
Go to Boardable
Getting Started with Boardable
Getting Started with Boardable
Login, Setup, & Basics
Mobile & Desktop Apps
Organization Settings
User Settings
Subscription
People Directory
New Board Member Training
New Admin Training
Groups
Groups: Organization Admins Only
Groups: Group Owner / Group Admins Only
Meetings
Minutes (Meeting Owner / Collaborators)
Agenda (Meeting Owner / Collaborators)
Boardable Video
Create, Publish, Edit, Cancel Meetings (Meeting Owner / Collaborators)
Communication
Polls
Discussions
Notifications and Notification History
Documents
Administrators (Organization Admins) and Members Only
Professional and Enterprise Plans Only
Accountability & Reporting
Tasks
Reports
Goals
Surveys
Custom configurations
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Help Center
Getting Started with Boardable
Getting Started with Boardable
Login, Setup, & Basics
Mobile & Desktop Apps
Organization Settings
User Settings
Subscription
People Directory
New Board Member Training
New Admin Training
Groups
Groups: Organization Admins Only
Groups: Group Owner / Group Admins Only
Meetings
Minutes (Meeting Owner / Collaborators)
Agenda (Meeting Owner / Collaborators)
Boardable Video
Create, Publish, Edit, Cancel Meetings (Meeting Owner / Collaborators)
Communication
Polls
Discussions
Notifications and Notification History
Documents
Administrators (Organization Admins) and Members Only
Professional and Enterprise Plans Only
Accountability & Reporting
Tasks
Reports
Goals
Surveys
Custom configurations
Getting Started with Boardable
Understanding roles and learning how to get started in the Boardable platform.
Glossary of Terms
Why can’t I find ‘whitelist’ information?
Login, Setup, & Basics
Home Dashboard
Navigating Boardable's Help
Set Up User Account and Log In
How secure is Boardable?
Login — Region Selector
Log in — Troubleshooting
Setting Up New Organization
GDPR Compliance and Boardable
Download Data
Can I have several boards within one User Account login?
Boardable Systems Requirements
Start Your Free Trial
How do I create a Hyperlink?
Search
Free Trial — Choose Data Center Location
Password Requirements
Integrating Boardable with Microsoft
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Mobile & Desktop Apps
Boardable Windows App
Mobile Help and Support
How to Download Boardable's Desktop App
Mobile — View & Edit User Settings
Boardable Mobile App Overview
Navigate Boardable's Mobile App
Mobile Tasks, Goals, and Polls
Downloading Desktop App for Mac
Download Desktop App for Linux
Join Meeting in Mobile
Meetings on the Mobile App
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Organization Settings
Custom Data Collection Best Practices
Custom Data Fields — Create & Edit
Organization Settings
Global Two Factor Authentication (2FA)
Understanding Boardable Domain Allowlist, VPNs, and Firewalls
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User Settings
Language Options in Boardable
Update Account Role
How to Update Password
Edit User Settings
Single Sign-On for New & Existing Accounts
Timezones in Boardable
Troubleshooting: Why am I receiving duplicate email notifications?
Email Addresses in Boardable
Profile Images
Why am I not getting Boardable emails?
Task Reminders
Manage Boardable Emails
View User Settings
Overview of Accessibility
User Two Factor Authentication (2FA)
Meeting Reminders
Log in Without Password
Accessibility Options in Boardable
Complete Custom Data Fields
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Subscription
Subscription Plans and Customer Support
Change # of Users on Subscription Plan
Manage Account Information
View and Download Invoices
Change Subscription Plan
Manage Tax Status
Cancel Subscription
Overview of Subscription Dashboard
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People Directory
Export People Directory
Organization Invitations — Troubleshooting
How to Replace Admins
Add / Invite Single User to Boardable
Account Roles and Permissions
View Last Activity
Delete User(s) in Boardable
Add / Invite Multiple People to Boardable
Overview of the People Directory
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