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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 As a result, the images presented may appear outdated.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.

Enable and Assign Chair View in Board Portal

  • Updated:

Chair View allows someone to set current items and call speakers up while the meeting is happening in the Board Portal.

 

Important Note

Chair View can only be enabled by someone with full access to the Minutes module.

 

 

Instructions

  1. Sign in to your solution if you have not already
  2. Navigate to the Meetings module
    The left-hand navigation menu with the Meetings module highlighted.
  3. Select the desired agenda
    An example agenda tile in the Meetings module.
  4. Click the Go To Minutes button
    A white, rectangular Go To Minutes button below the User Menu and the Edit Agenda Settings button.
  5. Navigate to the Live Meeting section
    The Live Meeting section on the Minutes Settings page.
  6. Check the Enable Chair View checkbox
    The Enable Chair View checkbox.
  7. Click the Select Member dropdown and click the name of the person you would like in Chair View
    The Select Member drop-down list and a list of member names.
  8. Chair View has been enabled and assigned

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