Create a New Board Portal User

This article will show you how to create a new Board Portal User from a blank template. You can also create new users by copying existing users and giving them access to the Board Portal.

Important Note

After a new Board Portal User account is created and marked "Active," the system will automatically send a setup email to the listed email address. The email will include account setup instructions and steps for creating a password.

Instructions

1. Sign in to your solution if you have not already
2. Navigate to the User Menu, then select the Settings option
   
3. Click the User and Global Settings tile
   
4. Click the Users tile
   
5. Click the New User button
   
6. Fill in the Profile information fields to create a new user, and check the Active and Board checkboxes to classify the user as an active board member
   
   • Email/User ID (required): Enter the user's primary email address (this will become their User ID)
     Note: The user must have a valid email address.
   • First Name (required): Enter the user's first name
   • Last Name (required): Enter the user's last name
   • Phone Number: Enter the user's primary phone number
   • Title: Enter the user's job position/title
   • Department (required): Enter the user's department
   • Default Security Profile: Choose a security profile for the user
     • Active: Set the account as active and viewable
     • Access to User and Global Site Settings: Choose to give this user access to edit user and global settings
     • Hide From Staff List: Choose to hide this user from the staff list
     • Hide from Approvers List: Choose to hide this user from the approver list
     • Has Access to Analytics: Choose to give this user access to view analytics
       • Can Create and Manage Organizational Analytic Views: Choose to give this user the ability to create and manage views in the Analytics Module
   • User Classification: Choose to classify the user as Admin, Staff, or Board
     Note: You must select "Board" as a User Classification option to classify the user as a board member.
   • User's "My Signature" image: Click the Upload Image button to upload a signature image for the user
   • User's "My Avatar" image: Click the Upload Image button to upload an avatar for the user's profile
7. Scroll to the Meetings section and check the box next to Has Access to Board Portal to give the user Board Portal access
   
8. Set the Meetings Security Profile to Council and Board (or other, if applicable)
   
9. Click the Save Changes button to save your changes and add the new user
   
10. The user will receive an email prompting them to log into the Board Portal using CivicPlus Single Sign-On