Proper board management allows for the full use of board-connected functionalities. These activities include, but are not limited to, minutes roll calls, e-voting, and delivery of Board Portal notifications. This article will show you how to add, edit, and manage boards.
Important Notes
To manage these settings, a user must have the "Access to User and Global Site Settings" permission and the "Has Access to Meetings Site Settings" permission in their User Profile.
To assign a member to a board, they must have an account listed in the Users section of the User and Global Settings.
A board alone has little functionality. Assign the board to a Meeting Type to activate board-connected functionality.
Add or Edit a Board
Sign in to your solution if you have not already
Navigate to the User Menu, then select the Settings option:
Click the User and Global Settings tile:
Select the Boards tile:
Click the New Board/Committee button to start a new board, or click the Edit button (purple pencil icon) to modify an existing board:
Enter or update the board detail fields as desired:
Board Name: Enter or update a unique name that will be used throughout your site to reference this board
Members: Select or edit the members of this board
Note:
Click into the Select Members field to automatically open a dropdown menu allowing for the quick selection of a name. You can also begin typing a name to filter down the list of selections available.
Randomize Manual Voting Order: Check this box to enable board members to appear in a random order each time a clerk starts a manual motion in the Minutes module.
Click the Add New Board button if creating a new board or the Save Changes button (not depicted) if editing an existing board:
Edit the Order of the Members of a Board
Sign in to your solution if you have not already
Navigate to the User Menu, then select the Settings option:
Click the User and Global Settings tile:
Select the Boards tile:
Click the Order button (grid icon) for the desired board:
Drag and drop member names into the preferred order:
Click the Save Changes button:
Edit the Order of the Board List
Sign in to your solution if you have not already
Navigate to the User Menu, then select the Settings option:
Click the User and Global Settings tile:
Select the Boards tile:
Click the Edit Order button:
Drag and drop board names into the preferred order:
Click the Save Changes button:
Assign a Board to a Meeting Type
Sign in to your solution if you have not already
Navigate to the User Menu, then select the Settings option:
Click the Meetings tile:
Select the Meeting Types tile:
Click the Edit button (purple pencil icon) next to the desired Meeting Type:
From the Default Official Body field, select the preferred board:
Note:
Only one board can be assigned to a single Meeting Type.
Click a Save option:
Save Changes: Save your changes and continue configuring the current Meeting Type settings
Save and Exit: Save your changes and automatically navigate back to the Meeting Types page