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Manage Meetings Security Profiles

  • Updated:

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 an Agenda and Meeting Management Select (formerly CivicClerk) implementation: System Administrator, Standard User, Standard User with Approvals, and Council and Board.

 

This article will show you how to add, edit, and delete Meetings Security Profiles. For instructions on how to switch a user or user group from one Meetings Security Profile to another, see our Edit User Access article.

 

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.
  • If a user or user group is unable to access a page or complete a function that you believe they should have permission for (such as viewing the Agenda Files page or deleting an item), you may need to take one of the following actions:
    • Change the user's assigned Meetings Security Profile to one with the desired permission
    • Create a brand new Meetings Security Profile with permission to access the desired page or function
    • Edit the user's existing Meetings Security Profile so that it has the desired permission
  • Meetings Security Profiles can be applied to single users or user groups. Editing an existing profile to have access to a page or action will grant any user with that profile access to that page or action.
  • For information on how to change a user's Classification, Meeting Security profile, and access to Site Settings and modules, see the Edit User access article.

 

Article Navigation

 

Not finding what you are looking for? View some additional resources.

 

Add a Meetings Security Profile

 

  1. Sign in to the system if you have not already
  2. Navigate to the User Menu, then select the Settings option
    The User Menu with the Settings option highlighted.
  3. Click the Meetings tile
    The Meetings tile with a briefcase icon on the Site Settings page.
  4. Click the Security Profiles tile
    The Security Profiles tile with a lock icon on the Meetings Settings page.
  5. Click the New Security Profile button
    A white, rectangular New Security Profile button below the User Menu.
  6. Enter a Profile Name
    The Profile Name field.
  7. Enter Notes for this Profile, if desired
    The Notes field.
  8. Check the checkboxes next to Agenda actions to allow those permissions, as desired
    Agenda actions checkboxes that can be checked to grant agenda permissions to users with the associated Meetings Security Profile.
    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 checkboxes next to Item actions to allow those permissions, as desired
    Item actions checkboxes that can be checked to grant item permissions to users with the associated Meetings Security Profile.
    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. Check the checkbox next to the Minutes action to allow that permission, as desired
    A Minutes actions checkbox that can be checked to grant minutes permissions to users with the associated Meetings Security Profile.
    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.
  11. Click the Save Changes button
    A green, rectangular Save Changes button below the User Menu.
  12. The Security Profile has been added
    An example Security Profiles list.

 

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Edit a Meetings Security Profile

 

  1. Sign in to the system if you have not already
  2. Navigate to the User Menu, then select the Settings option
    The User Menu with the Settings option highlighted.
  3. Click the Meetings tile
    The Meetings tile with a briefcase icon on the Site Settings page.
  4. Click the Security Profiles tile
    The Security Profiles tile with a lock icon on the Meetings Settings page.
  5. Click the Edit tool (purple pencil icon) next to the Security Profile you wish to update
    The Edit button under the Actions column for an example Meetings Security Profile.
  6. Edit the Profile Name, if desired
    The Profile Name field.
  7. Enter or edit any Notes for this Profile, if desired
    The Notes field.
  8. Check or uncheck the checkboxes next to each Agenda action to allow or disallow that permission, as desired
    Agenda actions checkboxes that can be checked to grant agenda permissions to users with the associated Meetings Security Profile.
    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 Item action to allow or disallow that permission, as desired
    Item actions checkboxes that can be checked to grant item permissions to users with the associated Meetings Security Profile.
    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. Check or uncheck the checkboxes next to the Minutes action to allow or disallow that permission, as desired
    A Minutes actions checkbox that can be checked to grant minutes permissions to users with the associated Meetings Security Profile.
    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.
  11. Click the Save Changes button
    A green, rectangular Save Changes button below the User Menu.
  12. The Security Profile has been edited

 

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Delete a Meetings Security Profile

 

  1. Sign in to the system if you have not already
  2. Navigate to the User Menu, then select the Settings option
    The User Menu with the Settings option highlighted.
  3. Click the Meetings tile
    The Meetings tile with a briefcase icon on the Site Settings page.
  4. Click the Security Profiles tile
    The Security Profiles tile with a lock icon on the Meetings Settings page.
  5. Click the Delete tool (red trash can icon) next to the Meetings Security Profile you wish to delete
    The Delete button under the Actions column for an example Meetings Security Profile.
  6. Click the Delete Security Profile button on the Delete Security Profile pop-up that appears to confirm the deletion
    A red, rectangular Delete Security Profile button on a Delete Security Profile pop-up box.
  7. The Security Profile has been deleted
    An example Security Profiles list.

 

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Resources

 

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