Add and Manage Confidential Attachments Groups

Attachments added to agenda items can be marked as Non-Confidential (visible to everyone) or Confidential (visible to select groups only). The groups that can view confidential attachments, known as Confidential Attachments groups, can be added and managed within the system at any time. This article will show you how to add, edit, hide, and delete your Confidential Attachment groups.

Add a Confidential Attachments Group

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

2. Navigate to the User Menu, then select the Settings option:

3. Click the Meetings tile:

4. Click the Confidential Attachments tile:

5. Click the New Confidential Attachments button:

6. Fill in the Add Confidential Attachments fields:

   • Group Name (required): Add a name for the Confidential Attachments group

   • Notes: Enter a description or notes for the group, if desired

   • Hide in List: Check this checkbox to hide the group from Confidential lists, if desired

   • Select Members: Add group members by clicking inside the Select Members field or by typing members' usernames to search for them automatically

7. Click the Add Confidential Attachments button:

8. The Confidential Attachments group has been added:

Edit a Confidential Attachments Group

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

2. Navigate to the User Menu, then select the Settings option:

3. Click the Meetings tile:

4. Click the Confidential Attachments tile:

5. Click the Edit button (purple pencil icon) to the right of a Confidential Attachments group name to modify an existing Confidential Attachments group:

6. Update the Edit Confidential Attachments fields:

   • Group Name (required): Edit the name of the Confidential Attachments group, if desired

   • Notes: Enter or edit a description or notes for the group, if desired

   • Hide in List: Check or uncheck this checkbox to indicate if the group should appear or be hidden within Confidential lists

   • Select Members: Click the red X icon next to a member's name to remove that user from the team, or click inside the empty text field next to existing member names to select or type and add new members' usernames

7. Click the Save Changes button:

8. The Confidential Attachments group has been edited:

Hide a Confidential Attachments Group

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

2. Navigate to the User Menu, then select the Settings option:

3. Click the Meetings tile:

4. Click the Confidential Attachments tile:

5. Click the Hide toggle switch next to the desired Confidential Attachments group to change the group from visible to hidden:

   Note:

   When a Confidential Attachments group is hidden, it will not appear within Confidential Attachments lists within the system.

6. The Confidential Attachments group has been hidden:

Delete a Confidential Attachments Group

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

2. Navigate to the User Menu, then select the Settings option:

3. Click the Meetings tile:

4. Click the Confidential Attachments tile:

5. Click the Delete button (red trash can icon) to the right of the existing Confidential Attachments group that you wish to delete:

6. Click the Delete Confidential Attachments button on the Delete Confidential Attachments pop-up that appears to confirm the deletion:

7. The confidential attachments group has been deleted: