Onboarding Members

How to Login to BoardCloud

The standard welcome instructions for new members onboarding.

Training Sessions for New Members

Personalized, one-on-one online training for your new members.

Problems Logging In to BoardCloud

There are a few common issues as to why a user cannot log in..

My BoardCloud Emails Are Not Being Delivered

What to do when your password reset mails don’t arrive.

Welcome Email

Your welcome email should look similar to the sample given.

Confirming and Setting a Password

Click on the Confirm Email button in the welcome email your received.

System Roles

Secures access with user roles for meetings, committees, & documents.

This section is designed to help with instructions for New Members.

The first challenge that new company secretaries or board portal administrators often face is onboarding committee members.

Some board members may be unfamiliar with technology or uncomfortable working online. New systems can cause anxiety, so a well-prepared onboarding strategy can make a significant difference.

This section provides resources that can be shared with new members to help guide them through the process.

The first step is getting new members logged into BoardCloud. This is covered in the How to Log in to BoardCloud page, which also includes a downloadable PDF that can be emailed to new users.

Note: We are always ready, willing, and able to arrange ad-hoc onboarding sessions for your new members. Please see this page for more information and links to book a session.

See also: