The navigation bar

The navigation bar of the BoardEffect application is a sidebar menu with a list of main options to access workrooms, meeting resources, and approval requests. It has the following components:

• Menu icon Select the menu icon to show or hide the navigation bar on the home page.

• Home Select the home icon from any page in BoardEffect to go back to the home page.

• Workrooms Access the list of board and committee workrooms where you are the designated workroom administrator or a member.

  Note

  System Admins can access all workrooms of their organization.

• Library Access and manage files and documents in the resource library. You can also access meeting books and supplemental documents in the workroom libraries for boards or committees where you are the designated workroom administrator or a member.

  For more information, see Managing libraries in BoardEffect.

  Note

  System administrators can access all files and documents in all libraries.

• Directory Access and manage the directory of all users, including creating and deactivating user accounts. Depending on your administrator permissions, you can edit user profiles or add users to specific workrooms.

  For more information, see Adding users to BoardEffect.

• Approvals View and respond to approval requests that you received and view your own approval history. Additionally, view and manage approval requests that you have created or have permission to view, including messaging approvers.

  Note

  System Admins can access all approvals and their history.

• Your profile Select your name to view and edit your profile.

• Settings This option is available only to System Admins to set up and manage users and user categories, workrooms, mobile devices, email templates, and security options. Here, System Admins can also run reports and set up third-party software integrations.

• Help & Support Use this menu to access Help and contact Support.

• Sign out Use this menu to sign out of the application.