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

Add or Edit a Board

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

Edit the Order of the Members of a 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

Edit the Order of the Board List

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

Assign a Board to a Meeting Type

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

Search

Manage Boards