Frequently asked questions (FAQ)

These are the questions we hear a lot and you'll find the answers below. But if you have others, please don't hesitate to contact us — we're here to help.

Click the cog wheel in the upper right corner, next to your name. Change Password is the first option. Enter your old password, then your new password, and verify. Click Save. Passwords must be at least 6 characters and contain at least one number and one letter. Special characters allowed include: !@#$%&*.?,
No problem. Click the Forgot your password link on the login screen. Enter your email address and click Continue. A password reset link will be emailed to you. (If you can't find the email please check your Junk or Spam email folder.) Follow the directions in the email to reset your password. Remember, passwords are case sensitive.
As an Administrator you can send users a password reset. Click the cog wheel in the upper right, then click Settings, and Users. Find the user who needs their password changed, and then click the purple lock button on the right of the screen. That will send the user a password reset email.
Yes! Click the Columns link on the left side of the Status Board. Select the columns you want to view on the Status Board and click Save. Choices are: Job Title, Return Time, Comments, Work Phone, Mobile Phone, Other Phone, Email, Message, Last Update.
Make sure you are in the List view on the Status Board (upper left corner are the view options). Also, you can scroll down to the bottom of the status board, click the drop-down box in the lower left corner, then select the number of users you want to see on the first page.
Yes! Click on the First/Last column heading on the Status Board. Click First to sort by first name, Last to sort by last name. Click again to reverse the sort. You can filter almost any column on the status board. Just click the black text column heading, and you see the sort by ascending or descending order. Click again to reverse the sort.
No problem. Click the Filter link on the left side of the top of the Status Board. Select the Location, Team Department, Status, or First/Last Name and click Apply. The Status Board will then filter to your specifications. The Filter button will turn red and display Filter ON until your change or turn off the filter.
Any Administrator can change anyone else's status. Manager level users can update the status of users at their SAME Location. Employee level users cannot update the status of another user, unless given the right by a Manager or an Administrator. This is done the Settings/Users area. Admins/Managers will find the user, then click the user's name. Then set the All User Status Change option to Yes, and click Save.
Good news, you can choose the view of the Status Board that works for you. There are three views: People view, which will show photos. List view, that takes up a lot less space on your screen. Tip: if you want to see even more rows, click the Columns link and choose the Smaller Font Size option as well. This will make the rows narrower. Card view, this will list users from left to right, sorted by Last name, in a card view. Tip: the card view works great for a reception desk or dispatch center.
Only an Administrator can edit status changes. To do this, click the cog wheel, then Settings, then User Status History. You will then select a user, then a timeframe. From there you can edit the time history. It will then list the Administrator who changed the entry, and the time and date the change was made.
Admins can set up a Company Status Changing Event for users. This will update the status of all users on the account, who are not already in an Out type status (or in a PTO type status.) You set the day(s), time, what status code to change to, etc. Tip: If you want all users to be set as IN each morning, you can set a Company Status event for that as well. Click the cog wheel, and Settings, and Company Status Changing Events to set up this feature.
When the application automatically changes a status due to a Calendar event, or a Company Status Changing Event, the “System Account” will be displayed in your status history, and on any time reports.
Administrators can add/edit/delete users on your account. To add or update a user, click on the cog wheel in the upper right corner, then Settings, then Users. Click the Add User button. Type in the username (we recommend email address.) Then add in the password (must be at least 6 characters and contain at least one number and one letter) and put in additional required details.
After adding a new user, you will need to add them to any shared calendars you want them to have access to. Only Admins have the ability to do this.
Nope. There are several reasons, but the main one is security. To set up the integration, your network would need to open ports on your servers, to the outside world. This is very dangerous, as it allows viruses and malware to potentially find those ports and infiltrate your network. Trust me, your IT dept does not want that. If you would like to use another calendar system, you have two options: enter the information in that system and in our application, or an Admin can turn OFF the Calendar option for all users on the site. Note: if Calendars are turned off, the ability to create auto status changes will not be available.
When adding an event, for the Start and End time, click on the clock next to the time, and then click on the hour or minute number to choose a new time, instead of using the up and down arrows.
To update your Alert Settings, you will need to opt in. From the Home tab, click your blue name link. Then click Alert Settings. You can choose email and/or text message. For text message, click the blue activate text messaging link. Enter in your 10-digit phone number (including area code) with no dashes or spaces. Click the Activate Text Messaging button. You will then receive a verification code on your phone. Enter that code in the box and click Save. Simply uncheck any Enabled box on the Alert Settings window to turn OFF alerts.
Mobile alerts/messages are one-way only. They are notifications, and you cannot respond to them. You will need to create a new message to respond.
We have a new Desktop app that you can access from our marketing site. Click the Features button, then click the Desktop App link and click on the blue Download Now button. You will also want to remove/uninstall the old desktop app from your machine.
Our new site is “mobile first” design. So simply open a browser on your phone and type in, that will take you to the login screen. You can bookmark that page on your phone as an icon on the home screen. Directions can be found on our marketing site under Mobile Access. There is no app download needed.
Users with rights to change other users status will see a Front Desk button on their Home screen under their status area. This is our new Reception View feature.
Click on the cog wheel and then Settings. Then scroll down to Payment Center. Click Edit Payment and License button. Then scroll down and change your payment type or update your card information. Click Save.
We have a free 30-day trial. Once you sign up, you can enter in your payment information anytime in the first 30 days. We accept either credit cards, that are charged monthly. Or we can email you a monthly invoice payable by company check. Once your 30-day trial has expired, your credit card will be billed, or you will receive an emailed invoice. Credit card charges will receive an emailed receipt. If you would like to set up an annual payment, please contact us.
No problem. Any Administrator on the account can update the user license count. Click the cog wheel in the upper right corner, then click Settings. Scroll down to Payment Center. Click Edit Payment and License. Click the drop-down box on User License and update to the new user count. In the next billing cycle, you will be charged the new monthly license fee. If you are on an annual payment, please contact us to update your user license.
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