My Account Settings

Click the menu icon in the upper right hand corner of your Dashboard and choose Settings under My Account.

The My Account Settings page contains multiple tabs that allow you to update your user account settings, notification settings, and email settings.

 Account Information

The Account Information tab allows you to update basic information about your account, including your name, user-name, email address, auto-logout timer and password. Making changes and selecting “save” will apply those changes to your account.

Contact Information

The Contact Information tab allows you to update your own contact details easily within Whiteboard.

Notification Settings

The Notification Settings tab allows you to adjust which types of Whiteboard generated alerts are sent to you via email.

If you want a particular type of notification to be delivered to you in an email, select the check-box by it, then use the drop-down menu to select when you want to receive the notification emails.

For each Notification, you have the option to decide how frequently you would like to receive updates.

Notification Frequency Options:

• Immediate
• Hourly
• Daily
• Weekly
• Monthly

Email Settings

Whiteboard

Whiteboard includes email-sending services, so you don’t need to maintain your own internal email server.  Emails will be sent from a username@whiteboard.email email address (example:  JohnsonTeam@whiteboard.email), on your behalf.  Replies will go back to the email address you have saved in your Contact Settings.

My Server

If you have your own email server (e.g. Microsoft Exchange), you can configure Whiteboard to send emails from your own domain directly.  You’ll likely want to engage your internal I.T. resources to assist with this configuration.  Once Whiteboard has established a secure connection, it will recheck the connection daily and notify you of any failures.

Here are the things you’ll need to know:

• Outgoing server path
• Port
• Security protocol
  • SSL
  • TLS
  • STARTTLS
• Account credentials

Learn more here.

Note: Whiteboard cannot provide support for 3rd party email servers aside from detecting whether we can physically connect using the credentials you provide. We have no control over delivery tracking, account blocks, sending limits, or other potential issues. Please reach out to your email provider for assistance. It is the user’s responsibility to know and work within their email provider’s features, restrictions and limitations.