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

Agenda
Platform
OnBase
Product
Agenda
Release
Foundation 22.1
License
Premier
Standard
Essential

The primary purpose of role distinctions is to differentiate voting privileges. Roles can be configured to be voting or non-voting. Roles are created using the Administration tab.

To create a role:

  1. On the Administration tab, from the Meeting Body section, click Roles. The Roles layout is displayed:
  2. On the Administration tab, click New. The New Role dialog box is displayed:
    Note:

    If you are not licensed for Voting, the Voting option is disabled, and the Voting Client Privileges section is not displayed.

  3. In the Name field, type a name for the role.
  4. Select from the following options in the Role Privileges section:

    Option

    Description

    Roll Call

    Select this option to allow users to participate in the roll call.

    Voting

    Select this option to allow users to vote on motions presented in a meeting.
  5. If you have a Voting license, select from the following options in the Voting Client Privileges section:

    Option

    Description

    Recognize Member Speakers

    Select this option if you want the Voting Client to recognize member speakers.

    View Vote State

    Select this option if you want the vote state to be viewed by members in the Voting Client.

    Select the View Vote Choice option to allow members to view the vote choice of all voting members.

    Request to Speak

    Select this option to allow members to request to speak as needed. This option is enabled by default.
  6. Click Save. The role is added to the Roles pane.