Accessing the Notification Centre
Log in to BoardX as an Admin user.
Go to Settings → Notification Centre & MFA.
MFA (Multi-Factor Authentication) Method
Admins can decide which login method applies to all users:
SMS (Recommended): A code is sent via text message.
Email: A code is sent via email.
This ensures an additional layer of security when logging in.
Disable All Notifications
The Disable All Notifications option allows Admins to temporarily block all system notifications.
This is especially useful during the onboarding stage, when Admins may want to:
Add all users into the system without triggering invitation emails
Populate the system with committees, documents, policies, and tasks before launch
Control when users officially begin receiving notifications and accessing the platform
Once the setup is complete, simply uncheck 'Disable All Notifications' and click 'Save'. You can then manually send out user invitations in the People tab, allowing you to “go live” smoothly.
⚠️ Important: While this setting is enabled, no notifications of any kind will be sent to users.
Notification Preferences
Admins can enable or disable which notifications are sent out. Notifications are grouped into categories:
People notifications (e.g., new user invitations, role changes, identity expiration alerts)
Board notifications (e.g., meeting invitations, minutes signatures, onboarding task alerts)
Task notifications (e.g., task creation, task status updates, due alerts)
Policy notifications (e.g., policy revision reminders, summary policy alerts)
Other notifications (e.g., file uploads, indicator failed alerts, attestation tasks)
Delivery Options
Each notification has two delivery methods:
Email: Sends real-time alerts to users’ inboxes.
Weekly Digest: Bundles updates into a weekly summary email. (Sent out every Monday at 8 am).
Example: A “Minutes Signature Request” can be delivered instantly by email or collected into a weekly digest.
Admins can also uncheck both options so that no notification will be sent for the selected item.
Saving Your Changes
Select or deselect the checkboxes for each notification type.
Click Save (top-right) to apply changes.
⚠️ Note: Changes made by the Admin will immediately apply to all users in the system.
Best Practice Tips
Start with Email notifications enabled to ensure nothing important is missed.
Once the team is comfortable, consider using Weekly Digest for less urgent updates.
Always review settings after adding new users or enabling new workspaces.
I hope this article was helpful. If you need further assistance, please don't hesitate to contact our support team by clicking the Orange Icon in the bottom right corner or emailing us at [email protected].