Create a New User from a Blank Template

This article will show you how to create a new Agenda and Meeting Management Select user from a blank template.

Instructions

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 User and Global Settings tile:

   

4. Click the Users tile:

   

5. Click the New User button:

   

6. Scroll to the Profile section and fill in the Profile fields:

   

   • Email/User ID (required): Input the new user's email address to serve as a User ID

     Note:

     You must input a valid email address to create a new user.

     • If you enter an email address into the Email/User ID field that has already been registered to a user on the CivicPlus Platform, an “Oops!” pop-up will appear. You will have the option to continue and link the Agenda and Meeting Management Select user to the existing CivicPlus Platform user or to create this user with a different unregistered email address:

       

     • If you enter an email address into the Email/User ID field that has already been registered to a user in Agenda and Meeting Management Select, an “Oops! This email is already registered!” pop-up will appear:

       

   • First Name (required): Enter the user's first name

   • Last Name (required): Enter the user's last name

   • Phone: Enter the user's phone number

   • Title: Enter the user's job title/position

   • Department (required): Choose the user's department from the dropdown list

   • Active: Check this checkbox to mark the account as active

   • Access to User and Global Site Settings: Check this checkbox to give this user the ability to edit user and system settings

   • Hide From Staff List: Check this checkbox to hide this user from the staff list

   • Hide from Approvers List: Check this checkbox to hide this user from the Approvers list

   • Has Access to Analytics: Check this checkbox to give this user the ability to view analytics

     • Can Create and Manage Organizational Analytic Views: Check this checkbox to give this user the ability to create and manage views in the Analytics module

   • User Classification

     • Admin (Administrator): Check this checkbox to designate the user as a system administrator

     • Staff: Check this checkbox to designate the user as a staff member

     • Board: Check this checkbox to designate the user as a board member

   • User's "My Signature" image: Click the Upload Image button to open your computer's file explorer and add a signature image for the user, if desired

   • User's "My Signature" image: Click the Upload Image button to open your computer's file explorer and add an avatar image for the user, if desired

7. Navigate to the Meetings section, then check or uncheck the checkboxes in the top-left corner to edit access to the Meetings module, Site Settings, and Board Portal:

   

   • Has Access to Meetings: Check this field to give the user access to the Meetings module

   • Has Access to Meetings Site Settings: Check this field to give the user access to Meetings settings

   • Has Access to Board Portal: Check this field to give the user access to the Board Portal

8. Click the Meetings Security Profile dropdown list to select a Security Profile for the user, if desired:

   

   Note:

   Users with access to the Meetings module must have a Security Profile. Security Profiles determine which actions users can take specifically within the Meetings module.

9. Check or uncheck the All Meeting Types checkbox to give the user access to some or all meeting types:

   

   Note:

   Unchecking the All Meeting Types checkbox will reveal a dropdown list that you can use to select specific Meeting Types:

   

10. Click the desired Access to Agenda Items button to set the user's access to agenda items:

    

    • Access to Agenda Items

      • All Items: Click this option to give the user access to all items within the system

      • My Items Only: Click this option to give the user access to items they have created only

      • My Department(s) Items Only: Click this option to give the user access to items created within their department only

      • Specific Departments: Click this option to give the user access to items created within specific departments only

        Note:

        Selecting the Specific Departments option will reveal a dropdown list that you can use to limit access to specific departments:

        

11. Check or uncheck the Has Access to Send to Code checkbox to set the user's access to the integration between Agenda and Meeting Management Select and Online Code Hosting, if the integration has been enabled:

    

12. Navigate to the Events section and check or uncheck the checkboxes to set access to the Events module:

    

    • Has Access to Events: Check this option to give the user access to the Events module

    • Has Access to Events Site Settings: Check this option to give the user access to the Events Site Settings

    • Access to Create/Edit Events With Selected Templates

      • All Event Templates: Check this option to give the user permission to create and edit events with any event template

      • Selected Event Template(s): Uncheck the All Event Templates checkbox to reveal this field; you can click into this field to give the user permission to create and edit events with specific event templates only

        Note:

        The Selected Event Template(s) field includes a dropdown list that you can use to select specific Event Templates:

        

13. Check or uncheck the Has Access to Boards and Committees checkbox in the Boards and Committees section to set access to the Boards and Committees module, if applicable:

    

14. Click the Save Changes button to save and add the new user:

    

15. The new user will receive an email prompting them to log into Agenda and Meeting Management Select