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Add and Manage Speakers on the Minutes Speakers Page

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This article will show you how to add Speaking Rights to a person from the Minutes Speakers page, as well as how to edit their speaker details and remove them if necessary. This will allow you to quickly add speakers to individual sections or items and see all the speakers for all sections and items for the entire meeting.

Board Members can request Speaking Rights during a meeting using the Board Portal. You can also add speakers to individual sections or items from the Minutes Summary page.

Add a Speaker on the Minutes Speakers Page

  1. Sign in to your solution if you have not already

  2. Navigate to the Meetings module:

    The Meetings Module option in the left-hand navigation menu.

  3. Select the agenda that you wish to add a speaker to:

    An example agenda tile in the Meetings module.

  4. Click the Go to Minutes button:

    A white, rectangular Go To Minutes button below the User Menu and the Edit Agenda Settings button.

  5. Navigate to the View menu and select the Minutes Speakers option from the dropdown list:

    The View menu and Minutes Speakers dropdown option on an example Minutes page.

  6. Click the Add Speaker button:

    The green, rectangular Add Speaker button below the meeting name.

  7. Fill in the Add Speaker fields:

    Information fields on the Add Speaker modal.

    • Select section or item (required): Select the section or item that the speaker will be presenting on

    • Speaker Name: Add the speaker's name

    • Role: Choose Board Member, Resident, Staff Member, or Other

    • Minutes (required): Enter how long (in minutes) the speaker can speak for

  8. Click the Add Speaker button:

    The green, rectangular Add Speaker button in the lower-right corner of the Add Speaker modal.

  9. The speaker will be added to the Minutes Speakers page:

    A board member speaker on the Minutes Speakers page.

    Note:

    The speaker will also appear in the Minutes Summary's Edit Mode and can be called when the item is discussed:

    A speaker entry on the Edit Mode screen within a Minutes Summary.


Edit a Speaker on the Minutes Speakers Page

  1. Sign in to your solution if you have not already

  2. Navigate to the Meetings module:

    The Meetings Module option in the left-hand navigation menu.

  3. Select the agenda with the speaker you wish to edit:

    An example agenda tile in the Meetings module.

  4. Click the Go to Minutes button:

    A white, rectangular Go To Minutes button below the User Menu and the Edit Agenda Settings button.

  5. Navigate to the View menu and select the Minutes Speakers option from the dropdown list:

    The View menu and Minutes Speakers dropdown option on an example Minutes page.

  6. Select the speaker you wish to edit:

    A board member speaker on the Minutes Speakers page.

  7. Update the information fields as desired:

    Information fields on the Edit Speaker modal.

    • Speaker Name (required): Edit the speaker name, if necessary

    • Role: Click the dropdown to select a new role for the speaker if needed

    • Minutes: Enter the allotted time (in minutes) for the speech into the field, or click the up or down arrows to increase or decrease the speaking time if needed

  8. Click the red X-icon to the right of the Minutes field to remove the speaker from the selected item if desired:

    The Edit Speaker modal's remove speaker button.

  9. Or click the Delete Speaker button to remove the speaker from all assigned items:

    The red, rectangular Delete Speaker button in the lower-left corner of the Edit Speaker modal.

    Note:

    After clicking the Delete Speaker button, you will need to click Delete Speaker again on the confirmation pop-up:

    The red, rectangular Delete Speaker button on the delete speaker confirmation pop-up.

  10. Click the Save Changes button to save all changes:

    The green, rectangular Save Changes button in the lower-right corner of the Edit Speaker modal.

  11. The speaker has been edited


Delete a Speaker on the Minutes Speakers Page

  1. Sign in to your solution if you have not already

  2. Navigate to the Meetings module:

    The Meetings Module option in the left-hand navigation menu.

  3. Select the agenda with the speaker you wish to delete:

    An example agenda tile in the Meetings module.

  4. Click the Go to Minutes button:

    A white, rectangular Go To Minutes button below the User Menu and the Edit Agenda Settings button.

  5. Navigate to the View menu and select the Minutes Speakers option from the dropdown list:

    The View menu and Minutes Speakers dropdown option on an example Minutes page.

  6. Select the speaker you wish to delete:

    A board member speaker on the Minutes Speakers page.

  7. Click the Delete Speaker button to remove the speaker from all assigned items:

    The red, rectangular Delete Speaker button in the lower-left corner of the Edit Speaker modal.

  8. Click the Delete Speaker button on the pop-up that appears to confirm the deletion:

    The red, rectangular Delete Speaker button on the delete speaker confirmation pop-up.

  9. The speaker has been deleted