Before you can use the Agenda Online application, you need to create an Agenda user in the OnBase Config tool. This user is added to the web.config file for Agenda Online, allowing users to access the application.
To create an Agenda user in OnBase Config:
- Log into the OnBase Config tool.
- Select the User menu, and then select User Names/Password. The User Names & Passwords dialog box is displayed.
- In the field at the bottom of the dialog box, type a name for your Agenda user.
- Click Create. The User Settings dialog box is displayed.
- In the Authentication section, type a password in the User Password field. Type it again in the Verify Password field.
- Click Save.
- Select the Users menu, and then select User Groups/Rights. The User Groups & Rights dialog box is displayed.
- Create a user group for your new user.
- Click Members. The User Group Members dialog box is displayed.
- Add the user you just created to the user group, and then click Close.
- Click Document types. The Assigning Document Types for <Your Group Name> Group dialog box is displayed.
- Move any relevant published Agenda documents (Published Agenda, Published Minutes, Published Summary, Published Supporting Materials, Published Meeting Packets, Published Item Cover Sheet, Published Ordinance, Published Resolution) from the Available for Selection section to the Selected for Group section.
- Click Close, and then click Exit.