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Getting Started
Quick Start Guides
Login, Setup, & Basics
Mobile & Desktop Apps
User Settings
Organization Settings
Subscription
People Directory
Documents
Administrators (Organization Admins) and Members Only
Professional and Enterprise Plans Only
Meetings
Minutes (Meeting Owner / Collaborators)
Agenda (Meeting Owner / Collaborators)
Boardable Video
Create, Publish, Edit, Cancel Meetings (Meeting Owner / Collaborators)
Groups
Groups: Organization Admins Only
Groups: Group Owner / Group Admins Only
Reports & Analytics
Tasks
Reports
Goals
Communication
Polls
Discussions
Notifications and Notification History
Surveys
Release Notes
2025
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Help Center
Getting Started
Getting Started
Quick Start Guides
Login, Setup, & Basics
Mobile & Desktop Apps
User Settings
Organization Settings
Subscription
People Directory
Documents
Administrators (Organization Admins) and Members Only
Professional and Enterprise Plans Only
Meetings
Minutes (Meeting Owner / Collaborators)
Agenda (Meeting Owner / Collaborators)
Boardable Video
Create, Publish, Edit, Cancel Meetings (Meeting Owner / Collaborators)
Groups
Groups: Organization Admins Only
Groups: Group Owner / Group Admins Only
Reports & Analytics
Tasks
Reports
Goals
Communication
Polls
Discussions
Notifications and Notification History
Surveys
Release Notes
2025
Getting Started
Set up and customize your Boardable account
Glossary of Terms
Quick Start Guides
Board Member Training
Admin Training
Boardable + PBCC Properties | Admin Getting Started Guide
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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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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Organization Settings
Custom Data Collection Best Practices
Custom Data Fields — Create & Edit
Organization Settings
Global Two Factor Authentication (2FA)
Understanding Allowlists, VPNs, and Firewalls
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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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