Staff/Council Changes - What steps to do to ensure new member can see their reports/meetings

Katie Miles
Katie Miles
  • Updated

 

  1. Set up an account for the new user:
    Adding a new Forms User
    ◄ Creating a User – ADFS/Azure AD
    After activating the account, please ask the user to try and log-in to the site to confirm that the account's permission is set correctly.
  2. For Report Permissions/Departments and Branches – please reference this article:
    Updating Departmental Permissions in Report Manager
  3. For adding new users to the Approval Groups please refer to this guides:
    Administrator – Adding Users as Approval Steps in Workflows
  4. Update the attendee group(s) using these links:
    Adding Attendees to an Attendee Group
  5. You can also configure special Admin permission to users if needed be for them to access historical Reports/Meetings by checking the guide below:
    Updating a Meeting Profile - Administration

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