How do I use the organization setup checklist?

BoardSite provides a role-specific setup checklist. Administrators see organization-launch steps, while members see a shorter Get meeting-ready checklist.

Open the checklist #

1. Open the Dashboard.
2. Open the Organization setup panel when it appears. If it is minimized, use its arrow control to expand it.
3. Review the completion counter and select an unfinished step to go to the relevant area.

Administrator core setup steps #

• Set up your organization profile.
• Invite at least three board members.
• Upload the first documents.
• Schedule the first meeting.
• Add at least one agenda item.
• Complete the first meeting in BoardSite.

The administrator panel also contains optional next steps under Go further. Completing the core list marks the board as live; it does not remove or change any organization data.

Member core setup steps #

Members complete three actions under Get meeting-ready:

1. Confirm contact information.
2. Open a board document or meeting packet.
3. Respond to an RSVP, vote, or survey.

After the third action, the panel shows You’re meeting-ready. Recommended member steps include reviewing the profile photo and enabling two-factor authentication.