Organization
How do I view Announcements?
Last Updated: August 28, 2026Stay Informed with Easy Access to Announcements! The Announcements page is your central hub for staying up to date with important messages. Here’s how to quickly view and manage existing announcements: Navigate to the Organization Tab From the Navigation menu, click on Organization. In the dropdown menu, choose Announcements.View Announcement Details On the Announcements page,…
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 add a new announcement?
Last Updated: August 28, 2026Create Your New Announcement in Just a Few Steps! Start by heading to the top-right corner under My Profile and clicking Create New. From the dropdown menu, select New Announcement. You can also create a new announcement from the Navigation Menu. Click on Organization, then choose Announcements. On the Announcements page, click Add New Announcement…
How can I manage email templates?
Last Updated: August 28, 2026BoardSite uses default templates unless a custom template is created. You can create and manage custom email templates within your organization to streamline communication. To create a new email template, click on Organization in the navigation menu, then select Email Templates. To add a new template, click on Add Custom Template. Choose the Template Type and…
How do I remove a member?
Last Updated: August 28, 2026Looking to clean up your member list? Here’s how to remove a user quickly and easily. From the Navigation Menu, click on Members, then select Current Members. You’ll see a list of All Users. To manage each member, you have two options to access their profile. Find the user you want to remove. Option 1:…
How do I create an email template?
Last Updated: August 28, 2026Transform your emails with a custom template! To create an email template, click Organization in the Navigation Menu and choose Email Templates. Here, you’ll see all your existing email templates. To create a new template, click Add Custom Template. First, choose the type of template you want to create. The following steps will guide you…
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 Edit an Announcement?
Last Updated: August 28, 2026Note: Only users with specific roles (e.g., Admin, Chair, Communications Officer) may have permission to edit announcements. Steps: Log in to your Boardsite account. Navigate to the “Announcements” section on the dashboard or side menu under “Organization.” Locate the announcement you wish to edit. Click the Edit icon next to the announcement. 5….
How do I Edit My Profile?
Last Updated: August 28, 2026Log in to BoardSite. Click your profile icon or name at the top-right of the page. 3. Select “My Profile.” 4. Click Edit on your profile page. 5. Update your details: Name Organization Any Notes Profile photo (optional) 6. Click Update …
How do I Manage Officers? Edit, Change, or Delete
Last Updated: August 28, 2026Note: Officer management requires administrative-level access. To Add a New Officer: Log in with admin privileges. Go to the “Officers” section. Click “Add Officer Position” Complete the fields Add officer to finalize To Change an Existing Officer: From the Officers list, find the officer you want to update and select change. Update the position. Click…
How do I customize the navigation menu?
Last Updated: August 28, 2026Users whose role includes navigation-management permission can reorder menu items, hide items, edit their presentation, and add organization-specific links. Reorder or hide menu items Open Organization and select Customize Navigation. Drag items into the preferred order. Nested items remain grouped under their parent section. Use the eye control to show or hide an item. Use…
How do I review my plan, billing, and usage?
Last Updated: August 28, 2026The Billing & Subscription page shows the organization’s current plan, billing status, renewal information, resource usage, and available plans. It requires the billing permission and was not available to the validated Director role. Review current billing Open Organization and select Billing. Confirm the current plan, status, billing cycle, and next billing date. Review usage for…
How do I update the organization profile and time zone?
Last Updated: August 28, 2026The organization profile controls the board’s name, contact information, default time zone, and logo. Only use this page when your role includes organization-profile management. Update the profile Open Organization and select Profile. Review the company name, address, postal code, and phone number. Select the Organization Time Zone. To replace the logo, choose a JPG or…
How do I clean up old activity logs?
Last Updated: August 28, 2026A super administrator can permanently remove activity logs older than a selected retention period. Cleanup applies only to the active organization and cannot be undone. Permanent action: Before deleting logs, confirm your organization’s legal, security, insurance, and records-retention requirements. Export any history you must preserve. Before you clean up logs Confirm that the correct organization…
How do I filter and export activity logs?
Last Updated: August 28, 2026Activity Logs provide an audit trail of organization activity for authorized administrators and auditors. Available history and controls depend on your permission and the organization’s audit-log plan level. Open Activity Logs Sign in to BoardSite and select the correct organization. Select Activity Logs in the navigation menu. Review the summary cards for today’s activity, this…