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.
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.
Instructions
- Navigate to User Menu > Settings
- Select User and Global Settings
- Select Boards
- Click New Board/Committee to start a new board or click the Edit button to modify an existing board
- Fill in the details
- 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.
- Click Add New Board if creating a new board or Save Changes if editing an existing board
- Navigate to User Menu > Settings
- Select User and Global Settings
- Select Boards
- Click the Order button for the desired Board
- Drag and drop member names into the preferred order
- Click Save Changes
- Navigate to User Menu > Settings
- Select User and Global Settings
- Select Boards
- Click the Edit Order button
- Drag and drop board names into the preferred order
- Click Save Changes
- Navigate to User Menu > Settings
- Select Meetings
- Select Meeting Types
- Click the Edit button next to the desired Meeting Type
- From the Default Official Body field select the preferred Board
- Note: Only one Board can be assigned to a single Meeting Type.
- Click Save Changes
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