September 2021 Newsletter

BoardBook Bulletin is Available Online

Current and past issues of the BoardBook Bulletin are available on the Resources page our website. Topics include User & Password Management, Updating Meeting Statuses, Backing Up Meeting Materials, Archived Meetings, and more.

Are You Going Back to In-Person Meetings? Consider Using the Public Projector Screen

BoardBook Premier’s Public Projector Screen is a great way to display appropriate meeting information with the public at your meeting. It also ties into the “Follow the Leader” tool that can help keep all your board members on the same page as you progress through the meeting. Learn more about it here.

BoardBook Best Practices: Backup Compiler Checklist

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

• Have I set up a user for my backup?
• Does my backup have all the required permissions?
• Is there a reason we may need more than one backup?
• Does my backup have a good understanding of BoardBook Premier?
• Do they need to attend a training?
• Does my backup have the support contact information for BoardBook?
• Have you shared the BoardBook Premier Training and Support Resources page with them?
• Does my backup know my process for completing minutes, agenda, public notice, etc?
• Are there any files I have on my computer that they might need if I’m gone?
• Can my backup reach me if they have questions?

If you need help making sure your backup compiler is up-to-speed, give us a call at 888.587.2665.

Did You Know? You Can Assign a New Password to a New or Existing User

Organizational Administrators can create a password for their users. This is often the most timely way to ensure users can quickly access BoardBook Premier. To do so, select “View/Edit User’s Information” and click the “Change Password.” This will allow you to assign a new password that the user can either continue to use or update later.

More Resources Available Online

Don’t forget to bookmark 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 instructions for new features.

If you have and additional questions, please let us know – support@boardbook.org | 888.587.2665.