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Updates to screenshots is paused due to frequent system updates. As a result, the images presented may appear outdated. If a visual alteration affects a process, we will revise the graphics. Thank you for your understanding during this period of flux.

Create a New Board Portal User

  • Updated:

 

Overview 

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.   

 

Instructions

  1. The first step is to navigate to the User Menu > Settings
    user menu, settings
  2. Select User and Global Settings
    user and global settings button
  3. Select Users
    users button
  4. Select New User
    new user button
  5. Fill in fields to create a new user and check the box next to Board to classify the user as a board member
    board checkbox
    • Note: The user must have a valid email address.
  6. Scroll down to Meetings and check the box next to Has Access to Board Portal to give the user board portal access
    access to portal checkbox
  7. Set the Meetings Security Profile to Council and Board (or other, if applicable)
    meetings security profile drop-down menu
  8. Select Save Changes to save and add the new user
    save changes button
  9. Users will then receive an email prompting them to log into the Board Portal through CivicPlus Single Sign-On

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