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Explains what BoardEffect is and how Board of Trustees members and President's Office staff set up a Bowdoin account and sign in through Okta single sign-on. Covers authorization, account setup, accessing the BoardEffect tile from the Bowdoin Login Portal, and first-time Okta setup. Applies to authorized Board members and President's Office staff.

Step-by-step guidelines for Bowdoin committee staff preparing board meeting materials in BoardEffect. Covers setting up a meeting event, creating an agenda and minutes from the resource library templates, and building a meeting book with the correct naming conventions before materials are released to trustees.