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Getting Started: New User Guide

If you're part of a board that's starting to use Easy Board, here's how to set up your user account in 5 minutes or less.

Updated over 8 months ago

3-Step Guide in Written Form

(1) Locate & access the link in your invitation email:

Pro tip: If you’re having difficulty locating the invite, be sure to check your JUNK or SPAM folder and mark the email as NOT JUNK

If you’re still having issues receiving your invite, be sure to check out how to add Easy Board to your email’s “Safe Sender” list.

Once you open the invitation email, click the “Join Your Board” button:

(2) Choose a secure password:

(3) Complete your profile:

Click SAVE (upper right corner) and enjoy the power of Easy Board!

After you finish setting up your profile, you’ll have the option to turn on 2-Factor Authentification (2FA). This is an optional feature, but we recommend activating this for enhanced security.


Check out our entire “Getting Started” playlist on YouTube for more.

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