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Customer Portal

Introduction: Customer Portal

Meeting Manager

Meeting Manager – User Access
Meeting Manager – Changing Username & Password
Home Screen Navigation – Groups and Meetings
Meeting Setup
Agenda Editor
Configuration Settings
Meeting Settings
Meeting Settings – Roster Setup
Meeting Settings – Usernames & Passwords
Meeting Settings – Display Options
Meeting Settings – Voting Options
Meeting Settings – Motions & Seconds
Meeting Settings – RTS Options
Meeting Settings – Results
Discussion Manager App Settings
Discussion Manager Settings – RTS Setup
Discussion Manager Settings – Layout
Discussion Manager Settings – Connections
Discussion Manager Settings – Test
Discussion Manager Settings – Swagit
Public Display App – Settings
Member App – Settings
File Manager – OpenMeeting Folder Structure
Meeting Preparation
Meeting Preparation – Create New Meetings
Meeting Preparation – Prepare an Agenda
Meeting Prep – Create a Consent Agenda
Meeting Prep – Load & Start a Meeting
Meeting Prep – Start the Member App
Meeting Prep – Start the Discussion Manager App
Conduct Meeting – Running a Basic Meeting
Conduct Meeting – Motion To Amend
Conduct Meeting – Consent Agenda
Conduct Meeting – Events on the Public Display
Conduct Meeting – Handling Public Speakers
Conduct Meeting – Editing on the Public Display
Conduct Meeting – Access Result Logs & Vote Screen Captures

Public Display

Meeting Preparation – Start Public Display
Conduct Meeting – Handling Public Speakers
Conduct Meeting – Editing on the Public Display
Conduct Meeting – Events on the Public Display

Discussion Manager

Discussion Manager App – Introduction
Discussion Manager – Download, Settings, Sign-In
Discussion Manager Startup Guide
Meeting Prep – Start the Discussion Manager App
Discussion Manager App – Operations During a Meeting
Discussion Manager – Troubleshooting

Member App

Member App – Introduction
Member App – Download, Settings, Sign-In
Meeting Prep – Start the Member App
Member App – Operation During a Meeting
Member App – Troubleshooting

RollCall Pro

RollCall Pro: Installation Help
RollCall Pro: Configuring the System
RollCall Pro: Using the System
RollCall Pro: Troubleshooting Tips

RTS Pro

RTS Pro: Installation Help
RTS Pro: Configuring the System
RTS Pro: Using the System
RTS Pro: Troubleshooting Tips

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Knowledge Base

Member App

Conduct Meeting – Access Result Logs & Vote Screen Captures
Meeting Prep – Start the Member App
Member App – Introduction
Member App – Operation During a Meeting
Member App – Download, Settings, Sign-In
Member App – Troubleshooting

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St. Cloud, MN 56302

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