Prior to taking attendance, it is important to make sure that all attendees are listed correctly on the Minutes Admin screen. Follow the steps below to add attendees to a meeting type.
How to Add Attendees
- On the Meetings tab, go to Meeting Administrator and click on Meeting Types
- Click on the Minutes icon
- Minutes Administrator page will display
- Select either the Voting Member or Non-Voting Member tab
Voting Members Tab
The voting members tabs lists users who have the ability to vote along with their titles, if entered in their user profile, for the selected meeting type. By default, the voting members are listed in alphabetically order by last name. However, members can be rearranged by clicking on their name and dragging and dropping them to the new desired position.
How to Edit Voting Member Positions
- Hover over member’s name to display the drag-and-drop icon
- Left click on member’s name then drag and drop them to their new display position
- Multiple users can be selected by holding down the Ctrl key and selecting users
NOTE: Position changes are automatically saved. There is no save button for this screen. Members given voting ability on a meeting type are automatically made attendees.
Non-Voting Members
The Non-voting members tabs lists authorized users and non-voting attendees along with titles, if entered in their user profile, for the selected meeting type. By default, all Non-Voting Authorized Users are listed in alphabetically order by last name and cannot be edited. However, Non-Voting Attendees can be rearranged by clicking on their name and dragging and dropping them to the new desired position. Users can be moved from being authorized users to attendees or from attendees to authorized users.
How to Edit Non-Voting Member Positions
- Hover over user name to display the drag-and-drop icon
- Left click on user’s name then drag and drop them to their new display position
NOTE: Multiple users can be selected by holding down the Ctrl key and selecting users. Position changes are automatically saved. There is no save button for this screen. Users can be moved from the non-voting authorized users list to the non-voting attendees list and automatically made attendees for the selected meeting type.