Getting Started
Board Member: Getting Started Guide
Last Updated: August 28, 2026Welcome to BoardSite: the board portal for your organization. We designed BoardSite to be intuitive and easy to navigate. As a new board member (or just new to BoardSite), we put together this quick “Getting Started” tutorial to show you around your board portal. Dashboard The dashboard gives you quick access to action items and…
How do I add Two-Factor Authentication?
Last Updated: August 28, 2026Enhance the security of your account by enabling Two-Factor Authentication (2FA). Follow these steps to set it up: You can secure your login with Two-Factor Authentication. Option 1: Click My Profile and select 2FA from the dropdown. Option 2: Click the blue Two-Factor Authentication alert on the homepage. You may be prompted to Update Your…
How do I add a photo to my profile?
Last Updated: August 28, 2026Want to make your profile more unique? Adding a photo is a great way to do it! Here’s how you can upload your picture on BoardSite: Go to My Profile: Click on your profile icon in the top right and select My Profile from the dropdown. Edit Your Profile: In your profile view, click on…
How do I stay updated with announcements?
Last Updated: August 28, 2026Stay Informed: How to View Announcements. Announcements are available both on the Dashboard and in the navigation menu under “Organization.” Dashboard: Catch Up on Important Announcements via the Dashboard under the section titled “Here are the items that need your attention!” This section will highlight current announcements. To access more details, simply click on the…
How do I edit the welcome email?
Last Updated: August 28, 2026Customize your welcome email with ease in BoardSite. To edit the welcome email template, click Organization in the Navigation Menu and choose Email Templates. On the Email Templates page, you’ll see all the existing templates listed, including the Welcome Email template that is built-in to BoardSite. You can view, edit, or delete any template. To…
How do I customize my BoardSite dashboard?
Last Updated: August 28, 2026Your BoardSite dashboard brings priority actions, activity, meetings, tasks, and shortcuts into one place. You can choose which widgets appear and restore the default layout at any time. Open dashboard customization Select Dashboard in the navigation. Select Customize Dashboard. Use the checkboxes under Show/Hide Widgets to display or hide each section. Available widgets Depending on…
How do I use the organization setup checklist?
Last Updated: August 28, 2026BoardSite provides a role-specific setup checklist. Administrators see organization-launch steps, while members see a shorter Get meeting-ready checklist. Open the checklist Open the Dashboard. Open the Organization setup panel when it appears. If it is minimized, use its arrow control to expand it. Review the completion counter and select an unfinished step to go to…