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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.

Add & Manage Boards

  • Updated:

The proper management of boards allows for the full use of board-connected functionalities. These activities include but are not limited to, minutes roll calls, e-voting, and delivery of Board Portal notifications. This article will show you how to add, edit, and manage boards.

 

Important Notes

  • To manage these settings a user must have the Access to User and Global Site Settings permission and the Has Access to Meetings Site Settings permission in their User Profile.
  • To assign a member to a board they must have an account listed in the Users section of the User and Global Settings.
  • A board alone has little functionality. Assign the board to a Meeting Type to activate board-connected functionality.

 

Article Navigation

 

Add or Edit a Board

 

  1. Sign in to your solution if you have not already
  2. Navigate to the User Menu, then select Settings
    User Menu drop-down list with the Settings option highlighted.
  3. Select the User and Global Settings tile
    User and Global Settings tile.
  4. Select the Boards tile
    Boards tile.
  5. Click the New Board/Committee button to start a new board, or click the Edit button (purple pencil icon) to modify an existing board
    A white, rectangular New Board/Committee button.
  6. Fill in the details
    The Add Board dialog box with Board Name and Members fields.
    • Board Name: Enter a unique name that will be used throughout your site to reference this Board
    • Members: Enter the names of the members of this Board
      Note: Click into the Select Members field to automatically open a dropdown menu allowing for the quick selection of a name. You can also begin typing a name to filter down the list of selections available.
  7. Click the Add New Board button if creating a new board or the Save Changes button (not depicted) if editing an existing board
    A green, rectangular Add New Board button.

 

Go to Article Navigation

 

Edit the Order of the Members of a Board

 

  1. Sign in to your solution if you have not already
  2. Navigate to the User Menu, then select Settings
    User Menu drop-down list with the Settings option highlighted.
  3. Select the User and Global Settings tile
    User and Global Settings tile.
  4. Select the Boards tile
    Boards tile.
  5. Click the Order button (grid icon) for the desired board
    An Order button to the right of a board name and board member names.
  6. Drag and drop member names into the preferred order
    An example board member name being dragged and dropped into a new order within the Boards list on the Edit Order dialog.
  7. Click the Save Changes button
    A green, rectangular Save Changes button.

 

Go to Article Navigation

 

Edit the Order of the Board List

 

  1. Sign in to your solution if you have not already
  2. Navigate to the User Menu, then select Settings
    User Menu drop-down list with the Settings option highlighted.
  3. Select the User and Global Settings tile
    User and Global Settings tile.
  4. Select the Boards tile
    Boards tile.
  5. Click the Edit Order button
    A white, rectangular Edit Order button.
  6. Drag and drop board names into the preferred order
    An example board name being dragged and dropped into a new order within the Boards list on the Edit Order dialog.
  7. Click the Save Changes button
    A green, rectangular Save Changes button.

 

Go to Article Navigation

 

Assign a Board to a Meeting Type

 

  1. Sign in to your solution if you have not already
  2. Navigate to the User Menu, then select the Settings option
    User Menu drop-down list with the Settings option highlighted.
  3. Select the Meetings tile
    Meetings tile.
  4. Select the Meeting Types tile
    Meeting Types tile.
  5. Click the Edit button (purple pencil icon) next to the desired Meeting Type
    An Edit button to the right of an example meeting type.
  6. From the Default Official Body field, select the preferred board
    The Default Official Body field and dropdown list.
    Note: Only one board can be assigned to a single Meeting Type.
  7. Click the Save Changes button
    A green, rectangular Save Changes button.

 

Go to Article Navigation

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