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Enable and Assign Chair View in Board Portal

 

Overview

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

 

Important Note

ChairView can only be enabled by someone with Full Access to the Minutes module.

 

Instructions

  1. Navigate to Agendas
    upload_an_agenda_or_agenda_packet_agendas.jpg

  2. Select an agenda
    item_details_page_select_an_agenda.jpg

  3. Select Minutes
    set_an_item_as_current_minutes.jpg

  4. Check the box for Enable ChairView 
    enable_and_assign_chair_view_in_board_portal_enable_chair_view.jpg

  5. Select the person you would like in ChairView
    enable_and_assign_chair_view_in_board_portal_select_chair.jpg



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