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Set Category Permissions in Agenda Center

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Depending on the state where you live, only certain staff members can publish an agenda. Because of this, Agenda Center requires users to have Owner permissions to publish an agenda that is visible to the public.

Important Note:

We recommend that you assign permissions at the category level. This way, you only give the permissions to that category and not the whole module.

Who can use this feature?

System Administrator | Owner

Instructions

  1. Sign in to your site.

  2. Navigate to Modules and on the Content tab, select Agenda Center:

  3. Select the category you want to set the permissions for:

    An Agenda Center displaying various boards with agenda counts and submission statuses.

  4. Click the Actions button:

    Agenda Center interface showing options for managing the board of directors and a highlighted actions button.

  5. Select Modify:

    Agenda Center interface showing options to modify, unpublish, and manage board meetings. The Modify option is highlighted.

  6. Make sure you are on the Properties tab:

    The properties tab is highlighted in the Agenda Center interface for site management.

  7. Navigate to the Permissions section. Select the groups you want to grant permissions to, then click the boxes to choose the permission level for each group:

    A list of user groups with permissions for viewing, authoring, and publishing content.

    • View (V): Viewers can view the page or pages

    • Author (A): Authors can only create agenda items for an agenda. They cannot create an agenda

    • Publisher (P): Publishers can create and edit agendas for review by an Owner or System Administrator. They can publish and unpublish agenda items, but they cannot publish or unpublish agendas

    • Owner (O): Owners have full permissions for their group's agenda categories. Only Owners and System Administrators can publish a completed agenda to the public site. Owners can also override any workflow rules created for that agenda category.

  8. Click the Save Changes button:

    The Agenda Center interface shows options to save changes and navigate properties. The Save Changes button is highlighted.


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