Users can log into the Board Portal to view agendas, packets, and minutes and take notes during meetings and events. This article will show you how to create a new Board View User from a blank template.
Important Note
Only users with admin classification can create and edit user access to the Board Portal.
Instructions
Sign in to the system if you have not already
Navigate to the User Menu, then select the Settings option:
Click the User and Global Settings tile:
Click the Users tile:
Click the New User button:
Fill in the Profile fields:
Email/User ID: Enter a valid email address for the user that will be used as their User ID
First Name: Enter the first name of the user
Last Name: Enter the last name of the user
Phone (optional): Enter the user's phone number, if applicable
Title (optional): Enter the title of the user, if applicable
Department: Enter the department that the user is in
Active (optional): Check the box to indicate the user is active and can sign in
Access to User and Global Site Settings (optional): Check the box to give the user access to edit User and Global Site Settings
Hide from Staff List (optional): Check the box to hide the user from the Staff list
Hide from Approvers List (optional): Check the box to hide the user from the Approvers list
Has Access to Analytics (optional): Check the box to give the user access to the Analytics module
Can Create and Manage Organizational Analytics Views (optional): Check the box to give the user the ability to create and manage Analytics Views
User Classification: Check the appropriate box to classify the user as an Admin, Staff, or Board member
Fill in the Meetings fields:
Has Access to: Check the desired checkboxes to indicate if the user has access to Meetings, Meetings Site Settings, and/or the Board Portal
Note:
You must check the Board Portal checkbox to allow the user to view the Board Portal.
Meetings Security Profile: Select a Meetings Security Profile for the user
Access to Meeting Types: Click the All Meeting Types checkbox to give the user access to all meeting types, or click the Select Meeting Type(s) box and select one or more options to give access to specific meeting types
Note:
You must select a Meeting Type to allow the user to see agendas for that meeting type in the Board Portal.
Access to Agenda Items: Select an option to give the user access to All Items, My Items Only, My Department(s) Items Only, or Specific Departments
Fill in other user fields as desired
Click the Save Changes button:
The user will receive an email notifying them that they have been added to the CivicPlus Single Sign-On and asking them to set up a password
The new user will now be able to access the Board Portal