Lock or Unlock a Meeting

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The Lock and Unlock functions allow Agenda Managers and Administrators to prevent general users from making modifications within the system. Once a meeting is locked, it cannot be modified unless an Agenda Manager or Administrator unlocks it. This helps ensure that materials that have been finalized cannot be changed.

Important Notes

  • A user must be an Agenda Manager or a higher role to have Lock and Unlock permissions.

  • Locking a meeting also locks the items assigned to that meeting..

Lock a Meeting

  1. Sign in to the system if you have not already

  2. Navigate to the Meeting List The Meeting List option in the left navigation menu.

    Note: Skip to Step 3 if you are already viewing the desired meeting's Meeting Detail Screen.

  3. Find and select the desired meeting An example meeting in the Meeting List.

  4. Click the Unlocked Meeting button (blue lock and white paper icon) The Unlocked Meeting icon.

  5. Select Yes on the Warning! pop-up to confirm that you want to lock the meeting and all items assigned to it The red, rectangular Yes button on the meeting lock Warning pop-up.

  6. The meeting is now locked, and the items and documents assigned to the meeting cannot be modified The Meeting Locked status icon.


Unlock a Meeting

  1. Sign in to the system if you have not already

  2. Navigate to the Meeting List The Meeting List option in the left navigation menu.

    Note: Skip to Step 3 if you are already viewing the desired meeting's Meeting Detail Screen.

  3. Find and select the desired meeting An example meeting in the Meeting List.

  4. Click the Locked Meeting button (gray lock and white paper icon) The Locked Meeting icon.

  5. Select Yes on the Warning! pop-up to confirm that you want to unlock the meeting and all items assigned to it The red, rectangular Yes button on the meeting unlock Warning pop-up.

  6. The meeting is now unlocked, and the items and documents assigned to the meeting can be edited The Meeting Unlocked status icon.