Manage Meetings Security Profiles

Meetings Security Profiles exist to determine which actions a user can take specifically within the Meetings module. The actions typically fall under a few basic categories such as create, edit, view, delete, and access.

There are typically four Meetings Security Profiles that are created and used during a CivicClerk, now Select Agenda and Meeting Management, Implementation: System Administrator, Standard User, Standard User with Approvals, and Council and Board. This article will show you how to add, edit, and delete Meeting Security Profiles.

Important Notes

• Meetings Security Profiles can be layered with Custom Security Profiles to give administrators the ability to tailor not only the individual actions a user can take but also the meeting types that they can take action in.
• Meetings Security Profiles can be applied to single users or user groups.

Add a Meetings Security Profile

1. Navigate to User Menu > Settings
   
2. Select Meetings
   
3. Select Security Profiles
   
4. Select New Security Profile
   
5. Enter a Profile Name
   
6. Enter Notes for this Profile, if desired
   
7. Check the checkboxes next to Agenda actions to allow those permissions, as desired
   
   
   Note: If the checkbox next to a permission is checked, a user with this Meeting Security Profile will be able to view and select the associated button or menu in the system to take the action that is specified. If the permission checkbox is not checked, the user will not see the button or menu in the system and they, for the most part, will have no visual indication that the action exists.
8. Check the checkboxes next to Item actions to allow those permissions, as desired
   
   
   Note: If the checkbox next to a permission is checked, a user with this Meeting Security Profile will be able to view and select the associated button or menu in the system to take the action that is specified. If the permission checkbox is not checked, the user will not see the button or menu in the system and they, for the most part, will have no visual indication that the action exists.
9. Check the checkbox next to the Minutes action to allow that permission, as desired
   
   
   Note: If the checkbox next to a permission is checked, a user with this Meeting Security Profile will be able to view and select the associated button or menu in the system to take the action that is specified. If the permission checkbox is not checked, the user will not see the button or menu in the system and they, for the most part, will have no visual indication that the action exists.
10. Click Save Changes
    
11. The Security Profile has been added
    

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Edit a Meetings Security Profile

1. Navigate to User Menu > Settings
   
2. Select Meetings
   
3. Select Security Profiles
   
4. Select Edit (purple pencil icon) next to the Security Profile you wish to update
   
5. Edit the Profile Name, if desired
   
6. Enter or edit any Notes for this Profile, if desired
   
7. Check or uncheck the checkboxes next to each Agenda action to allow or disallow that permission, as desired
   
   
   Note: If the checkbox next to a permission is checked, a user with this Meeting Security Profile will be able to view and select the associated button or menu in the system to take the action that is specified. If the permission checkbox is not checked, the user will not see the button or menu in the system and they, for the most part, will have no visual indication that the action exists.
8. Check or uncheck the checkboxes next to each Item action to allow or disallow that permission, as desired
   
   
   Note: If the checkbox next to a permission is checked, a user with this Meeting Security Profile will be able to view and select the associated button or menu in the system to take the action that is specified. If the permission checkbox is not checked, the user will not see the button or menu in the system and they, for the most part, will have no visual indication that the action exists.
9. Check or uncheck the checkboxes next to each Minutes action to allow or disallow that permission, as desired
   
   
   Note: If the checkbox next to a permission is checked, a user with this Meeting Security Profile will be able to view and select the associated button or menu in the system to take the action that is specified. If the permission checkbox is not checked, the user will not see the button or menu in the system and they, for the most part, will have no visual indication that the action exists.
10. Click Save Changes
    
11. The Security Profile has been edited

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Delete a Meetings Security Profile

1. Navigate to User Menu > Settings
   
2. Select Meetings
   
3. Select Security Profiles
   
4. Select Delete (red trash can icon) next to the Security Profile you wish to delete
   
5. Select Delete Security Profile
   
6. The Security Profile has been deleted
   

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