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 The Settings tab in the navigation menu of the Resident Portal.

  3. Click the Meetings tab Settings page highlighting the Meetings tab.

  4. To hide a meeting so it will no longer show in your Resident Portal, click Actions and choose Hide in PortalThe Hide in Portal option under the Actions menu next to a meeting.

  5. The meeting will now have an X in the Visible column and it will no longer show on the public Meetings page The X icon for a meeting in the Visible column.

  6. To add the meeting back to your Resident Portal, click Actions and choose Show in PortalThe Show in Portal option under the Actions menu next to a 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 The Settings tab in the navigation menu of the Resident Portal.

  3. Click the Meetings tab Settings page highlighting the Meetings tab.

  4. Select Actions and choose Feature in Portal next to a meeting The Feature in Portal option under the Actions menu next to a meeting.

  5. This will add a solid color bar on the left-hand side of the event on the public Meetings tab Upcoming City Council Meeting featured on the 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  The Settings tab in the navigation menu of the Resident Portal.

  3. Click the Meetings tab Settings page highlighting the Meetings tab.

  4. Select Actions and choose Edit next to a meeting The Edit option under the Actions menu next to a meeting.

  5. Scroll down and type or select an existing TagThe Portal Tags drop-down on the meeting settings page.

    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 UpdateThe Update button on the edit a meeting page.


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 The Settings tab in the navigation menu of the Resident Portal.

  3. Click the Meetings tab Settings page highlighting the Meetings tab.

  4. Select + New Meeting LinkCreate a new meeting link button on the Meeting settings page.

  5. Fill out the link details Form for creating a new meeting link with required fields and options.

    • 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 The Save button on the new meeting screen.

  7. The custom link will now display on the public Meetings tab Upcoming meetings list featuring a Community Clean Up event.