This article will show you how to edit user permissions so that Agenda and Meeting Management Select users have access to the features appropriate for their role.
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 permissions and access you wish to edit:
On the User Details page, navigate to the Profile section and check or uncheck the checkboxes to edit the user's status, access, and classification:
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
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:
Click the Meetings Security Profile dropdown 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:
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.
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:
Navigate to the Events section and check or uncheck the checkboxes to edit 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.
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:
Scroll up to the User Profile section to view and confirm the user's Current Access settings:
Click the Save Changes button:
The user's permissions have been edited