September 2022 Newsletter

BoardBook Premier Update

BoardBook released a program update in late July. You may have noticed some new features and layout changes. This update included various performance updates, and:

  • New Move Attachments and Filter by Meeting Type features

  • New Recorded, Streaming, and Virtual Meeting URL report placeholders

  • New and updated tooltips and help links 

  • Improved Download Agenda & Attachments feature

  • Expanded floating toolbar on the Edit Agenda page

For a detailed breakdown of the changes, including instructions for the new features, please visit the BoardBook Premier’s Training and Resources page. You can find it by clicking on the ? icon and then selecting BoardBook Help from the dropdown menu.

Did You Know? You Can Manage Committee Meetings in BoardBook Premier

BoardBook Premier provides you with all the tools you need to manage your committees as well as your board. Set up committee members, minutes managers, and even an agenda manager for each of your committees. Once the committees are set up, they can use all the same features and benefits of BoardBook Premier as your board.

Tier 1 accounts can create up to three committees and Tier 2 accounts can create 10. Get started with the Committee Management Guide on the official BoardBook Premier Training and Support Resources page.

Need to Add or Remove Users?

You know that you can find written guides and video tutorials on BoardBook Premier’s Training and Resources page including a User Management Guide. You can find it by clicking on the ? icon and then selecting BoardBook Help from the dropdown menu.

Here are the answers to a few commonly asked questions about user management:

How do I add a new user? Access BoardBook Premier’s user management interface by selecting “Users & Committees” from the grey navigation bar and then clicking “Manage All Users.” Then simply click the blue “New User” button.

How do I reset a user’s password? Select “View/Edit User’s Information” and click the “Change Password.” This will allow you to assign a new password that the user can update later.

How do I remove a user? From the user management screen, click the “Edit” button next to the user you wish to remove, and then simply click the yellow “Remove User from BoardBook Premier” button.

Can’t add/remove a user? You might not have the permissions. Only organizational administrators can add users to BoardBook Premier; check with your organizational administrator to create new users or to determine if you should have that level of access.

BoardBook Best Practice: Backup Compiler Checklist

It is always best to have a designated colleague set up to serve as a backup in case of emergencies, illnesses, vacations, or other unforeseen events. We want you to have peace of mind knowing that your backup compiler can confidently take care of your organization’s BoardBook in your absence. Here’s a quick checklist to ensure that your BoardBook backup compiler is prepared ahead of time:

If you need help making sure your backup compiler is up-to-speed, give us a call at 888-587-2665.

Lunch and Learn with BoardBook

Join an expert from the BoardBook team to take a deep dive into a specific aspect of BoardBook Premier in these one-hour workshops. Our first session on Working with Report Templates was held last week on August 25. Mark your calendar for the next sessions:

  • September 22: Working with Committees
  • October 6: The Board Member Experience

Session-specific details about each presentation, including times and Zoom links, will be sent out in email announcements as each individual Lunch and Learn date approaches. No registration is required, simply join the Zoom meeting at the scheduled date and time.

More online resources

All of these resources and more are available on the official BoardBook Premier Training and Support Resources page for quick access to video tutorials and PDF guides to help you get the most out of BoardBook Premier. Check back regularly to discover new and updated guides and videos as well as for instructions for new features.