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Edit User Access

  • Updated:

This article will show you how to edit user access.

 

From the User Details page, you can change a user's:

  • Classification (Administrator, Staff, or Board)
  • Meetings Security Profile
  • Backup Approvers
  • Access to Site Settings
  • Access to the Meetings, Events, and Analytics modules
  • Access to Boards and Committees

 

Important Notes

  • A standard user will typically have full access to Agendas, read-only access to Events, full access to General, and full access to Search. The other areas are normally reserved for administrators.
  • To change a user's permissions to create, edit, view, delete, and access specific functions within the system beyond what is outlined in this article, you will need to update the user's Meetings Security Profile.

 

 

Instructions

  1. Sign in to your solution 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 User and Global Settings tile
    The User and Global Settings tile.
  4. Click the Users tile
    The Users tile with a person icon.
  5. Click the Edit tool (purple pencil icon) to the right of the name of the user whose access you wish to edit
    The edit tool.
  6. Check or uncheck the checkboxes in the Profile section to edit the user's status, access, and classification
    User access and User Classification checkboxes.
  7. Check or uncheck the checkboxes in the top left corner of the Meetings section to edit access to the Meetings module including Site Settings and the Board Portal
    The Has Access to Meetings, Has Access to Meetings Site Settings, and Has Access to Board Portal checkboxes displayed in the Meetings section.
  8. Click the Meetings Security Profile drop-down list to select a new Meetings Security Profile for the user, if desired
    The Meetings Security Profile dropdown list.
    Note: Users with access to the Meetings module must have a Meetings Security Profile. Meetings Security Profiles determine which actions users can take specifically within the Meetings Module.
  9. Check or uncheck the All Meeting Types checkbox to give the user access to some or all meeting types
    The All Meeting Types checkbox.
    Note: Unchecking the All Meeting Types checkbox will reveal a dropdown list that you can use to select specific Event Templates.
    The Selected Meeting Types dropdown list.
  10. Click the desired Access to Agenda Items button to edit the user's access to agenda items
    The Access to Agenda Items buttons.
    Note: Selecting the Specific Departments option will reveal a dropdown list that you can use to limit access to specific departments.
    The Select Departments dropdown list.
  11. Check or uncheck the Has Access to Send to Code checkbox to edit the user's access to the integration between Agenda and Meeting Management Select and Online Code Hosting
    The Has Access to Send to Code checkbox.
  12. Check or uncheck the checkboxes in the Events section to edit access to the Events module, including Site Settings, Analytics, and All or Selected Event Templates
    The Has Access to Events, Has Access to Events Site Settings, and All Event Templates checkboxes displayed in the Events section.
    Note: Unchecking the All Event Templates checkbox will reveal a dropdown list that you can use to select specific Event Templates.
    The Selected Event Template(s) dropdown list.
  13. Check or uncheck the Has Access to Boards and Committees checkbox in the Boards and Committees section to edit access to the Boards and Committees module, if applicable
    The Has Access to Boards and Committees checkbox.
  14. Scroll up to the User Profile section to view the user's Current Access settings
    A display of the user's current access settings.
  15. Click the Save Changes button
    A green, rectangular Save Changes button below the User menu.
  16. The user's access has been edited

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