Articles on: People

Getting Started

Once you're invited to join an Organization using BoardSpot, getting on board is quick and easy. Logging in regularly will be an integral part of your board service. This article shares how to log in for the first time.

If you've already logged in and chosen a password, you can skip this section. If you are already a member of another organization's BoardSpot, you will automagically skip this step and be taken straight to your new Organization's portal

Logging in for the first time:

You will receive an invitation email from your Organization Admin. This will contain the link to join your new board portal. Click the "Join \[your-organization] on BoardSpot" link, in the email invitation.
Fill in a password of your choice. We recommend that you choose a good password that is not used for any other services.
Set your time zone. This will ensure all meeting times are accurate for you. Click Save. Note: If you travel, you can adjust the time zone in your profile at any point, to see the meetings in the tme zone where you find yourself.
Next, you are prompted to get your calendar integration set up. This will be the method by which you will receive meeting invitations. A list of upcoming meeting dates is shown. Choose your preferred meeting invitation method. The default, advised method is using your email address. This means will you receive an email in your inbox, as well as an appointment invitation will appear on your calendar, for each meeting. Simply click the Got it! button and you are done! Note: Should you prefer to use an ICS/iCal feed, choose the Advanced Preferences link. This will provide you with the iCal link to sync with your calendar system. Also, please be aware that you can toggle on both the default email/calendar invitations as well as the iCal option, in the Advanced Preferences. This means you will have duplicate meeting invitations.
Get familiar with your board portal. If you run into any snags along the way, don't hesitate to reach out to us via CHAT (from inside the portal) or phone (888-808-1257). We're here to help.

Updated on: 03/07/2024

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