Introduction
Whenever you are ready to do so, you can publish a meeting into the management portal. Attendees who you have given management portal access will then be able to see information about the meeting, including details of agenda items they are attending.
Publishing a meeting does not, on its own, tell anyone about it. To send attendees a calendar invitation for the meeting, see Sending meeting invitations.
How to publish a meeting
To publish a meeting into the management portal:
open the meeting
select the Draft dropdown
choose Publish to Portal
Once a meeting has been published to the portal:
it will be shown as Live within the meeting
it will no longer be shown as Draft on the meetings page
Worth knowing: Live meetings are live
When a meeting is live in the management portal, any changes you make to that meeting in secretariat view will be reflected in the management portal immediately.
Worth knowing: sending invitations also publishes the meeting
You can send calendar invitations for a meeting that is still a draft. Doing so publishes the meeting to the management portal at the same time, so it is a second way to publish. See Sending meeting invitations.
How to unpublish a meeting
To unpublish a meeting from the management portal:
open the meeting
select the Live dropdown
choose Set as Draft
What details about a meeting can management portal users see?
boardcycle manages access and visibility of meetings and agenda items within meetings based on meeting attendance. This means that:
management portal users can only see a meeting in their portal if they are attending at least one agenda item of that meeting; and
management portal users can only see details about an agenda item if they are attending that agenda item.
If a management portal user is attending some items of a meeting and not others, the items they are not attending will be redacted as shown below:
Worth knowing: You can view a user's management portal
As a Secretariat Team user, you can view any user's management portal to see what information they can or cannot see at any time. To learn how to do this, see Viewing someone's management portal as a Secretariat Team user.