What is the Customer Portal
The Customer Portal is a cloud-based application where all platform administrative features are performed, where meeting information can be created, edited, and managed.
Features:
- Agenda Builder: Create, edit and export meeting agendas. Syncs with Meeting Manager application.
- Minutes Builder: Automatically summarizes meeting actions and starts creating meeting minutes according to your preferences.
- Files: Manage member photos, logos, and template images.
- Groups: Easily organize your organizations boards, councils, committees, etc.
- Templates: Create custom cover sheets, headers, and footers for your agendas and minutes.
- Configurations: Configure all your organizations requirements & preferences in one place.
- Organization: Manage users & groups. View and download licensed software.
Minimum Requirements:
- An up-to-date web browser.
- Users will have the best experience with a Chromium-based browser such as Google Chrome or Microsoft Edge.
- Internet Explorer is not supported.
Related Articles
What is the Meeting Manager Application?
The Meeting Manager is a Windows only application that serves as the central application handling user connections, data transfer, and communication with companion apps running on separate devices. It can be installed on a Windows PC, or Windows ...
Create / Reset / Forgot Password
Create / Reset / Forgot Password New Customers Users New users must establish their own private password by entering a valid email address associated to an existing user. Only an existing email/user account will be sent a reset email to create/reset ...