Documentation Index

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Agenda and Meeting Management Essential will reach end-of-life on June 30, 2027. Learn about the transition to Agenda and Meeting Management Select, our flagship agenda, meeting, and minutes solution.

User Guide | First-Time Authentication Sign In

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Starting August 10, 2026, Agenda and Meeting Management Essential will use CivicPlus Authentication (CivicPlus Single-Sign On) to securely sign users in. This guide explains how to sign in using CivicPlus Single Sign-On. If you're creating CivicPlus credentials for the first time, it also walks you through verifying your email address and setting your password.

Important Note

Before you begin:

  • If you already use CivicPlus Single Sign-On with another CivicPlus product, sign in using your existing CivicPlus credentials. No additional setup is required.

  • If your organization currently uses the Microsoft Sign-In option, it will not work immediately after the migration. Instead, you will need to sign in with your email address and complete a one-time password setup using the instructions in this article. Organizations that want to continue using Microsoft Sign-In can work with their Customer Success Manager or CivicPlus Support to configure Microsoft as their identity provider (IdP).

  • If your organization already uses a custom identity provider (IdP) with another CivicPlus product, the system will automatically detect it after you enter your email address. You will be redirected to log in through your existing IdP.

Instructions

  1. Navigate to Agenda and Meeting Management Essential and click the Sign In button:

    The red, rectangular Sign In button on the sign-in page.

  2. Enter the email address associated with your account into the Email field:

    The CivicPlus Single Sign-on screen with the Email field highlighted.

    Note:

    Ignore the alternative options for signing in that appear below the sign-in fields; they will not work for Agenda and Meeting Management Essential accounts.

  3. Click the Continue button:

    The CivicPlus Single Sign-on screen with the Continue button highlighted.

    Important Note:

    If you already use a custom IdP to sign in to another CivicPlus product, you will be redirected to your organization's sign-in screen after clicking Continue.

  4. Enter the password associated with your account into the Password field:

    The CivicPlus Single Sign-on screen with the Password field highlighted.

  5. Click the Sign In button:

    The CivicPlus Single Sign-on screen with the Sign In button highlighted.

    Important Note:

    If you already use CivicPlus Single Sign-On with another CivicPlus product, you'll be signed in to Agenda and Meeting Management Essential automatically after clicking Sign In. The remaining steps apply only to users who are creating CivicPlus credentials for the first time.

  6. If this is your first time signing in with CivicPlus Single Sign-On (CivicPlus Authentication), complete your first-time account setup:

    1. A confirmation email will be sent to the email address associated with your account:

      The CivicPlus Single Sign-on screen with a message advising how to confirm their email.

    2. Navigate to your inbox and locate the email with the subject line "Confirm your email":

      An emailed confirmation message with a button and link to Validate Account and more.

      Note:

      If you don't see the email in your inbox, check your spam or junk folder.

    3. Click the Validate Account Button or the validation link to confirm your email address and continue to the next step:

      The emailed confirmation message with the button and the link to validate your account highlighted.

      Notes:

      • Validation links are valid for approximately 6 minutes. If the link has expired, you can click the expired email link to have a new validation link automatically emailed to you.

      • If you receive emails in plain text format, the verification link may not appear clickable. You can copy the full URL from the email and paste it into your the address bar of your web browser to continue.

    4. After clicking a validation option, you will be prompted to set a new password that meets CivicPlus' security requirements:

      The Reset Password screen that appears after validating your account with fields for Email, Password, and Confirm Password.

      1. Enter your email address in the Email field:

        The Reset Password screen appearing after validating your account with the email field highlighted.

      2. Enter your new password in the Password and Confirm Password fields:

        The Reset Password screen appearing after validating your account with the Password and Confirm Password fields highlighted.

        Note:

        You must meet the password requirements shown on the page to set a new password and continue.

      3. Click Reset:

        The  red, rectangular Reset button on the Reset Password screen.

    5. Once your email is confirmed and a new password is created, you will be redirected to an "Email Confirmed" page; click the sign in link to return to Agenda and Meeting Management Essential:

      The Email Confirmed message advising that you can now sign in is highlighted.

    6. Click the Sign In button to sign in with your verified email and new password:

      The red, rectangular Sign In button on the sign-in page.


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