To create a member:
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On the Administration tab, from the Meeting Body section, click Members. The Meeting Body Members layout displays:
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On the Administration tab, click New. The New Meeting Body Member dialog box displays:
- In First Name, type the member's first name.
- In Middle Name, type the member's middle name or initial.
- In Last Name, type the member's last name.
- In Title, type the member's title in the meeting body.
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If this member is going to have access to the Voting Client, you must link them to a user account that exists in the OnBase Config tool. This allows a voting member to log into the Voting Client. Click Link. The Select User to Link to Member dialog box is displayed.
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Do one of the following:
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Type a user name in the Filter field to search for the user you want.
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User your mouse to select a user from the Users list.
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- Click Save in the Select User to Link to Member dialog box.
- Click Save. The member is added to the Meeting Body Members pane.