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Topic
Roles & Terms Training
Date & Time
Selected Sessions:
Aug 9, 2024 11:00 AM
Description
OnBoard's Roles & Terms allows administrators to manage and track Member, Director, and Trustee roles & terms in a secure and centralized location. Get recommended actions when roles & terms are missing, when a term is ending, and when it has ended.
In this training session, you will learn how to:
• configure custom roles and apply them to members
• create and edit past, current, and future terms
• review recommended actions
This training will be run by one of our OnBoard Success Experts. Questions are encouraged!