Configuring BoardEffect site settings
Use Site settings to manage user permissions, run reports, and set up third-party software integrations.
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On the main navigation menu, select Site settings.
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Select the relevant settings option from the list.
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To add contact information about your organization or to update the look and feel of your BoardEffect account, select General settings. You can create and modify event categories in the Events page. For information about your current security settings or to add additional security features, select Security.
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For new users, you can add a new account in the Roles and permissions page. To create a new workroom and set group permissions, select Workrooms. Use the Custom fields page to add custom fields in user profiles, so you can capture additional information about each user.
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For existing users, you can add custom settings to their BoardEffect accounts by selecting Features. To authorize mobile device access, open the Mobile devices page. When you communicate with users, such as requesting RSVPs, messaging survey respondents, and sending notifications, you can use a template from the Email templates page. To see an analysis of user activity, open the Reports page, and then select a report.
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As an administrator, you can integrate third-party software products with your BoardEffect account to streamline various workflows. To view the available integrations or to establish a new one, select Integrations.
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You can also use the BoardEffect export page to export and download an archive of all compiled meeting books and files uploaded to the Library.
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