Help Center Resource Guide

This Help Center Resource Guide provides direct links to articles that will walk you through step-by-step instructions on how to manage your agendas and meetings with Agenda and Meeting Management Essential

Important Note

The features and functions available to you may vary depending on your organization's preferences and the roles and permissions assigned to your user account.

Sign In and Browser Setup

• Sign in to Agenda and Meeting Management Essential

• Single Sign-On Guide

• First-Time User Browser Setup

• Log In to Your Publishing Website or Portal

System Basics

• Screen Navigation Basics

• Local Browser Settings and Recommendations

• Staff User Guide

Security and Settings

• Add and Manage Roles

• Add and Manage Users

• Add and Manage Departments

• Create and Manage Item Submission Cutoff Dates

• Access and Edit Meeting Templates

Add and Manage Items

• Add an Agenda Item

• Add an Agenda Item Using a Staff Report/Agenda Item Report Template

• Add an Agenda Item from the Build Tab

• Copy an Agenda Item

• Copy Multiple Agenda Items in Bulk from the Copy Items Tab

• Review, Edit, and Submit an Agenda Item

• Delete an Agenda Item That Is Not Assigned to a Meeting

• Delete an Agenda Item That Is Assigned to a Meeting

• Add Standing Items

• Find an Agenda Item

• Lock or Unlock an Item

Create and Manage Meetings

• Create a Meeting

• View and Edit Meeting Data

• Build a Meeting

• Review a Meeting

• Manage Meeting Documents

  • Create, Publish, and Unpublish an Agenda

  • Create a Private Packet

  • Create, Publish, and Unpublish a Packet

  • Create, Publish, and Unpublish Minutes

• Delete a Meeting

• Find a Meeting

• Lock or Unlock a Meeting

• Use the In-Meeting Interface

• Use the Legislator Interface

• View the Public In-Meeting Display

• Audio/Video Integration and Timestamping

Accessibility, Integrations, and Additional Features

• Create Americans with Disabilities Act (ADA) Compliant Documents

• Agenda and Meeting Management & Online Code Integration

• HTML Agenda Bookmarks

• Public Application Programming Interface (API)

• Syncfusion DocEditor Frequently Asked Questions

• Create and Manage Email Subscription Lists

• Direct Upload Documents to Your Portal or Website

• Manually Send Notifications from Your Website or Portal

Support

• Contact CivicPlus Support

• View Your Support Cases

• Supported Devices and Browsers

• Change the Name on Your Account in the Platform

• Change Your Email Address on the Platform

• Locked Out

• Status Page Overview

Resources

• Using the Help Center