Creating a Member - Agenda - English - Foundation 22.1 - OnBase - Premier - external - Standard - Essential - Premier - Standard - Essential - OnBase/Agenda/English/Foundation-22.1/Agenda/Configuration/Configuring-Meeting-Bodies/Adding-Members/Creating-a-Member - 2022-08-18

Agenda

Platform
OnBase
Product
Agenda
Release
Foundation 22.1
License
Premier
Standard
Essential

To create a member:

  1. On the Administration tab, from the Meeting Body section, click Members. The Meeting Body Members layout displays:
  2. On the Administration tab, click New. The New Meeting Body Member dialog box displays:
  3. In First Name, type the member's first name.
  4. In Middle Name, type the member's middle name or initial.
  5. In Last Name, type the member's last name.
  6. In Title, type the member's title in the meeting body.
  7. 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.
  8. Do one of the following:
    • Type a user name in the Filter field to search for the user you want.

    • User your mouse to select a user from the Users list.

  9. Click Save in the Select User to Link to Member dialog box.
  10. Click Save. The member is added to the Meeting Body Members pane.