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 card for the meeting you want to join, then click the Join Meeting button:

    The Board Portal's Agendas page with an agenda's 'Join Meeting' button selected.

    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 on the 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.

  4. Select a status on the Roll Call pop-up that appears:

    The pop-up roll call message with the 'Present and Voting' and 'Present and Not Voting' highlighted.

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

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

  5. Click the Save button:

    The pop-up roll call message's 'Save' button is highlighted.

  6. You have joined the meeting and will be redirected to its Agenda Details page:

    Ann example Board Portal Agenda Details page.