Getting Started with Boardable
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      Glossary of Terms

      Learn terms to better understand and navigate Boardable.

      Glossary of Terms
      Learn terms to better understand and navigate Boardable.
       

      A

      • Account Holder: main billing contact; the person responsible for payment of the organization's account; receives notification of invoices and updates
      • Account Owner: the person who started or created the organization's account

      • Account Role: assigned through the people directory; options include Administrator, Member, and Observer

      • Administrator: the Account Role of Administrator assigned through the People Directory (aka Organization Admin)

      • Allowlist: add an email address to ensure emails are received from Boardable; this could entail adding an email address to your contacts, VIP list, or safe senders list depending on the email client being used

      B

      • Boardable: an amazing product that drives formal and structured meetings for organizers who are interested in increasing engagement and effectiveness with attendees who are often geographically, technologically, and organizationally diverse

      C

      • Collaborator: see Meeting Collaborator

      G

      • Group Admin: holds administrative permissions over a specific group

         

      • Group Owner: holds administrative permissions over a specific group; administrative permissions can only be revoked if an Organization Admin changes the owner of the group

      M

      • Meeting Administrator: see Meeting Collaborator

      • Meeting Collaborator: holds administrative permissions for a specific meeting

      • Meeting Organizer: see Meeting Owner

      • Meeting Owner: the user who created the meeting

      O

      • Organization Admin: the Account Role of Administrator assigned through the People Directory (aka Administrator)

      S

      • Soft Delete: this occurs when an organization leaves Boardable; it means that the People Directory is emptied (so no personal identification remains), but the meetings, documents, tasks, etc. are preserved in case they resubscribe

      • Subscription Dashboard: only visible to Administrators and the Account Owner from the Subscription menu; options to change plan, update users, and manage account information

      • Subscription Page: displays Boardable's plans and pricing; accessible through the Subscription Dashboard and the Boardable website

      U

      • Underserved: pain points for the customer; issues that have previously been overlooked in the industry

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