Create a New Board View User

Users can log into the Board Portal to view agendas, packets, and minutes and take notes during meetings and events. This article will show you how to create a new Board View User from a blank template.

Important Note

• Only users with admin classification can create and edit user access to the Board Portal.

Instructions

1. Navigate to the User Menu > Settings
   
2. Select User and Global Settings
   
3. Select Users
   
4. Select New User to create a new user from a blank template
   
5. Fill in the Profile fields
   
   
   • Email/User ID: Enter a valid email address for the user that will be used as their User ID
   • First Name: Enter the first name of the user
   • Last Name: Enter the last name of the user
   • Phone (optional): Enter the user's phone number, if applicable
   • Title (optional): Enter the title of the user, if applicable
   • Department: Enter the department that the user is in
   • Active (optional): Check the box to indicate the user is active and can sign in
   • Access to User and Global Site Settings (optional): Check the box to give the user access to edit User and Global Site Settings
   • Hide from Staff List (optional): Check the box to hide the user from the Staff list
   • Hide from Approvers List (optional): Check the box to hide the user from the Approvers list
   • Has Access to Analytics (optional): Check the box to give the user access to the Analytics module
     • Can Create and Manage Organizational Analytics Views (optional): Check the box to give the user the ability to create and manage Analytics Views
   • User Classification: Check the appropriate box to classify the user as an Admin, Staff, or Board member
6. Fill in the Meetings fields
   
   
   • Has Access to: Check the desired checkboxes to indicate if the user has access to Meetings, Meetings Site Settings, and/or the Board Portal
     
     Note: You must check the Board Portal checkbox to allow the user to view the Board Portal.
   • Meetings Security Profile: Select a Meetings Security Profile for the user
   • Access to Meeting Types: Click the All Meeting Types checkbox to give the user access to all meeting types, or click the Select Meeting Type(s) box and select one or more options to give access to specific meeting types
     
     Note: You must select a Meeting Type to allow the user to see agendas for that meeting type in the Board Portal.
   • Access to Agenda Items: Select an option to give the user access to All Items, My Items Only, My Department(s) Items Only, or Specific Departments
7. Fill in other user fields as desired
8. Select Save Changes
   
9. The user will receive an email notifying them that they have been added to the CivicPlus Single Sign-On and asking them to set up a password
10. The new user will now be able to access the Board Portal

Resources

• Create a New User from a Blank Template
• Create a New Board Portal User
• Manage Meetings Security Profiles