Allow Board Members to Join a Meeting

This article will show you how to activate a meeting by enabling the Allow Board Members to Join setting.

Instructions

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

2. Navigate to the Meetings module:

   

3. Select the desired agenda:

   

4. Click the Go to Minutes button:

   

5. Ensure you are viewing the Minutes Settings page:

   

   Note:

   The Minutes Settings page should appear by default. If you are not viewing the Minutes Settings page, you will need to navigate to the View menu and select the Minutes Settings option from the dropdown list.

   

6. Scroll to the Live Meeting section:

   

7. Check the Allow Board Members to Join checkbox:

   

8. The Minutes Settings page will auto-save, and board members will have the option to join the meeting within the Board Portal:

   

   Note:

   Board members must select a Roll Call option and click the Save button to join the meeting:

   

   • Present/Voting: Mark as present and a voting member

   • Present/Not Voting: Mark as present and not a voting member

   • Save: Record the voting status, close the Roll Call pop-up, and enter the meeting