Resident Portal Meetings Settings

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Administrators will see a Meetings tab on the Resident Portal Settings page. From here, admins can choose which events populated from their Agenda and Meeting Management Select instance to show in their Resident Portal, create new meeting links, feature events, and add tags to events.

Who can use this feature?

Organization Owners / Portal Admins

Hide/Show a Meeting

  1. Navigate to the page with your embedded Resident Portal or access the stand-alone Resident Portal

  2. Select Settings in the left-hand toolbar Portal Settings.

  3. Click the Meetings tab Meetings tab.

  4. To hide a meeting so it will no longer show in your Resident Portal, click Actions and choose Hide in PortalHide meeting.

  5. The meeting will now have an X in the Visible column and it will no longer show on the public Meetings page Meeting Not Visible.

  6. To add the meeting back to your Resident Portal, click Actions and choose Show in PortalShow meeting.

Feature a Meeting

  1. Navigate to the page with your embedded Resident Portal or access the stand-alone Resident Portal

  2. Select Settings in the left-hand toolbar Portal Settings.

  3. Click the Meetings tab Meetings tab.

  4. Select Actions and choose Feature in Portal next to a meeting Feature in Portal.

  5. This will add a solid color bar on the left-hand side of the event on the public Meetings tab Featured Event on Meetings tab.

Add Tags to a Meeting

  1. Navigate to the page with your embedded Resident Portal or access the stand-alone Resident Portal

  2. Select Settings in the left-hand toolbar  Portal Settings.

  3. Click the Meetings tab Meetings tab.

  4. Select Actions and choose Edit next to a meeting Edit Event.

  5. Scroll down and type or select an existing TagTags field.

    Note: For integrated Agenda and Meeting Management Select events, the field will be called "Portal Tags". For links to third-party events, the field will be called "Tags".

  6. Click UpdateUpdate button.

Add a Meeting Link to a Third-Party Provider

  1. Navigate to the page with your embedded Resident Portal or access the stand-alone Resident Portal

  2. Select Settings in the left-hand toolbar Portal Settings.

  3. Click the Meetings tab Meetings tab.

  4. Select + New Meeting LinkNew Meeting Link button.

  5. Fill out the link details New Link Fields.

    • URL: Add the link the tile should direct to

    • Section: This will be set to Meetings

    • Title: Add a title for the link (maximum of 100 characters)

    • Start/End Date: Add the date and time range for the meeting

    • Description: If needed, add a short description for the link (maximum of 1,000 characters)

    • Tags: Add relevant keywords to help a resident user find the content. Links can be filtered based on the tags assigned.

    • Featured in Portal: Check to feature on the public Meetings tab

  6. Click the Save button Save button.

  7. The custom link will now display on the public Meetings tab Third-party link on Meetings tab.