How do I view and edit my profile?
To access your profile:
Click your name or profile icon in the top‑right corner of the app
Select View Profile
To edit your profile:
Select Edit Profile
Update the fields as needed
Click Done on the top left of the screen.
Your profile may include information such as your contact details, title, company, and other relevant information.
How do I add or update my profile picture?
To add or change your profile picture:
Click your profile icon and select View Profile.
Click Edit.
Click your profile picture on the top right of the screen
Click Capture from device or Choose from Gallery
Click Done.
Your new profile picture will be displayed on your profile.
How do I change my password?
To change your password:
Open the main menu.
Select Settings on the bottom left of the screen
Select My Account.
Select Password.
Enter your current password, new password, and confirm the new password.
Click Save.
Note: Your password must meet the required complexity rules.
How do I change my security question?
To update your security question:
Open the main menu.
Select Settings on the bottom left of the screen
Select My Account.
Select Security Question.
Enter your new security question and answer.
Click Save.
Your security question is used to help verify your identity if you need to reset your password.
How do I manage Sync Preferences?
Sync Preferences allow you to control how much data is synced and how often the app updates content.
To update your sync preferences:
Open the main menu
Select Settings
Locate the Sync Preference section
From here, you can adjust the following:
Amount
Select how much historical content (for example, meetings and documents) is synced to your deviceFrequency
Set how often the app checks for updates and synchronizes contentConnection
Choose whether syncing occurs:On Wi‑Fi Only, or
Wi-Fi and Mobile Network
Adjust these settings as needed. Changes are applied automatically.
What is the About section?
The About section provides general information about the app and access to additional resources.
To access it:
Open the main menu
Select Settings
Locate the About section
From here, you can view or access:
Help
Opens the BoardWorks FAQsBackground Image
Enables or disables the background image displayed in the appVersion
Displays the current version of the BoardWorks app installed on your devicePrivacy Policy
Provides access to BoardWorks privacy information
What does “Forget This Account” do?
The Forget This Account option resets the app and removes your account from the device.
To use this option:
Open the main menu
Select Settings
Select My Account
Select Forget This Account
This action:
Removes your account from the app
Clears locally stored data
Requires you to log in again
Note: Forgetting your account is also a useful troubleshooting step if you are experiencing sync issues. When you log in again, the app performs a full sync, which restores your content and any previously saved annotations.