Navigation

This is the main page for each board or committee.   


On the left-hand side is the navigation for the main features.




Menu - Click on the icon or profile photograph to access secondary features. These are the options that someone who is not a super admin will have. Super admins see more options.  


Settings - users are added or removed and address information is added. 


Profile - upload a photo, edit contact details or change password.  


Support -  go to from the drop-down menu or click on the orange "Support" button on the right-hand side of screen.  


Accessing support here allows you to send a ticket directly and access FAQs. 


Before submitting a ticket check if the question has already been answered.  

 

Notifications - Clicking on the bell in the far right-hand side opens a panel that provides updates and notices regarding the app. When there is a new notification the bell turns red.


Board Information is located at the top right-hand side which consists of a list of the boards' information. The name and contact information is available for everyone connected to the board or committee. The positions can be edited here. 


Templates  - agenda templates are made and stored. 


2. Create New Meeting

Step 1

Go back to the meeting list page


Step 2

Click on thebutton (if the button is missing then you are not the recording secretary, click board settings and then follow steps 8-10 here)


Step 3

Enter the location, title, date and a type for this meeting. Click Create.


Read part 3 to this article here.