Integrations

You can integrate your BoardEffect account with other software products to streamline various processes. The integrations options in BoardEffect are a self-service feature, and they may require assistance from your internal IT team. The BoardEffect Support team has limited ability to assist with your organization's integrations process.

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

2. Select Integrations from the list of options.

3. Use the All applications tab to manage standard product integrations for:

   • Reports

   • Video conferencing

   • File storage

1. To manage an integration, select Configure.

2. Enter or update the necessary integration information.

3. Select Activate this Integration.

4. Select Save.

4. Use the Custom applications tab to manage or add integrations for custom applications.

   1. Select Configure.

   2. Enter or update the necessary integration information.

   3. Select Activate this custom application.

   4. Select Save.

   5. To delete a custom application, select the Delete icon for that application.

   6. To add a new custom application, select Add custom application, enter the required information, and select Add. This integration type may require assistance from your internal IT team.