Skip to main content

Search

We are excited to announce the launch of updated product names, logos, and headers within our user interfaces as part of the CivicPlus® Solution Rebranding initiative. These changes mark the first step toward creating a cohesive and seamless user experience across all solutions in our portfolio. As part of this transition, users may notice minor design updates. While the functionality you rely on remains unchanged, we are in the process of updating screenshots and other resources on our Help Centers to reflect the new branding. We appreciate your patience and understanding as we work to complete these updates.

Allow Board Members to Join a Meeting

  • Updated:

This article will show you how to activate a meeting by enabling the Allow Board Members to Join setting.

 

 

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.
  4. Click the Go to Minutes button
    The white, rectangular Go to Minutes button below the Edit Agenda Settings button.
  5. Ensure you are viewing the Minutes Settings page
    An example Minutes Settings page.
    Note: The Minutes Settings page should appear by default. If you are not viewing the Minutes Settings page, you will need to navigate to the View menu and select the Minutes Settings option from the dropdown list.
    The View menu and the dropdown Minutes Settings option highlighted.
  6. Scroll to the Live Meeting section
    The Live Meeting section on an example Minutes Settings page.
  7. Check the Allow Board Members to Join checkbox
    The Allow Board Members to Join checkbox.
  8. The Minutes Settings page will auto-save, and board members will have the option to join the meeting within the Board Portal
    A green, rectangular Join Meeting button on an example agenda tile.

    Note: Board members must select a Roll Call option and click the Save button to join the meeting
    The Present / Voting and Present / Not Voting options on a Roll Call popup box.

    • Present/Voting: Mark as present and a voting member
    • Present/Not Voting: Mark as present and not a voting member
    • Save: Record the voting status, close the Roll Call popup, and enter the meeting

Comments

Let us know what was helpful or not helpful about the article.

0 comments

Please sign in to leave a comment.