Look and feel

You can customize how information is formatted and displayed in BoardEffect. Use the Look and Feel options to add or change the logo, set the time zone, and configure the directory display.

  1. On the main navigation menu, select Site Settings.

  2. Select General Settings and select Look and Feel on the top right.

  3. Select from the following options to customize your BoardEffect account:

    • Logo The logo is displayed on the top left corner of BoardEffect and the center of the sign in page. It can also display on the Meeting Book cover pages and agenda, if selected.

    • Print Logo logo is only displayed in the meeting book cover pages and agendas, and not your BoardEffect account.

      Note

      You can only add logos or print logos for your organization in the platform settings. For more information, go to Updating organization settings.

    • Logo URL add a link to access a website from the logo. You are redirected to the website, when you click the logo.

    • Default Timezone select a default timezone, based on your location.

    • Default Date/Time Format go to Organization Settings in the Diligent One Platform.

    • Top Bar Color change the color of the border at the top of your screen.

    • Display Directory by User Category update the directory to organize the list of users by their assigned user category.

    • Directory Excel Export enable users to download the directory as a Microsoft Excel file.

    • Directory Display Columns add or remove the columns in the directory. Each column corresponds to a heading in the directory.

    • Directory Display Columns for PDF add or remove the columns in the directory, when you export it to an Adobe PDF file. Each column corresponds to a header in the PDF document.

    Note

    The PDF will only display the number of columns that will fit on the width of the screen, regardless of the number of columns chosen in Look and Feel.

  4. To save your changes, select Save.