Join a Meeting in the Board Portal

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This article will show Board Members how to join a live meeting in the Board Portal.

Instructions

  1. Sign in to the Board Portal if you have not already

  2. Ensure that the Agendas tab is selected:A blue, rectangular Agendas tab in the bottom-left corner of the Board Portal home page.

  3. Locate the agenda for the meeting you want to join:An example agenda tile amongst a set of agenda tiles on the Board Portal Agendas page.

  4. Click the Join Meeting button on the desired agenda tile:A green, rectangular Join Meeting button on an example agenda tile.

    Note:

    The following criteria must be met to join a meeting:

    • You must belong to the Board associated with that agenda

    • The agenda must be published on the Board Portal

    • The event cannot be in the past

    • The Minutes Settings for the agenda you want to join must be set to Allow Board Members to Join the meeting: The Allow Board Members to Join checkbox in the Live Meeting setting of an example meeting's Minutes Settings page.If you are not able to join a meeting and believe you should, please reach out to your Agenda and Meeting Management Select administrator for additional assistance.

  5. Select a status on the Roll Call pop-up that appears:The Present / Voting and Present / Not Voting options on a Roll Call pop-up box.

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

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

  6. Click the Save button:A blue, rectangular save button that can be clicked to register a user's roll call status.

  7. You have joined the meeting and will be redirected to its Agenda Details page:An example Board Portal agenda details page.