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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!