This article will show you how to edit user access.
From the User Details page, you can change a user's:
Classification (Administrator, Staff, or Board)
Meetings Security Profile
Backup Approvers
Access to Site Settings
Access to the Meetings, Events, and Analytics modules
Access to Boards and Committees
Important Notes
A standard user will typically have full access to Agendas, read-only access to Events, full access to General, and full access to Search. The other areas are normally reserved for administrators.
To change a user's permissions to create, edit, view, delete, and access specific functions within the system beyond what is outlined in this article, you will need to update the user's Meetings Security Profile.
Instructions
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:
Click the Users tile:
Click the Edit tool (purple pencil icon) to the right of the name of the user whose access you wish to edit:
Check or uncheck the checkboxes in the Profile section to edit the user's status, access, and classification:
Check or uncheck the checkboxes in the top left corner of the Meetings section to edit access to the Meetings module, including Site Settings and the Board Portal:
Click the Meetings Security Profile drop-down list to select a new Meetings Security Profile for the user, if desired:
Note:
Users with access to the Meetings module must have a Meetings Security Profile. Meetings Security Profiles determine which actions users can take specifically within the Meetings Module.
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 Event Templates.
Click the desired Access to Agenda Items button to edit the user's access to agenda items:
Note:
Selecting the Specific Departments option will reveal a dropdown list that you can use to limit access to specific departments.
Check or uncheck the Has Access to Send to Code checkbox to edit the user's access to the integration between Agenda and Meeting Management Select and Online Code Hosting:
Check or uncheck the checkboxes in the Events section to edit access to the Events module, including Site Settings, Analytics, and All or Selected Event Templates:
Note:
Unchecking the All Event Templates checkbox will reveal a dropdown list that you can use to select specific Event Templates.
Check or uncheck the Has Access to Boards and Committees checkbox in the Boards and Committees section to edit access to the Boards and Committees module, if applicable:
Navigate to the User Profile section to view the user's Current Access settings:
Click the Save Changes button:
The user's access has been edited