Member Administration: Create access group Answer:
With the help of access groups, the Portal administrator can control which members should have access to the portal's modules and what they should be ...
Survey Manager: Recipients Answer:
To conduct a survey with unique respondents, they need to be added to the Recipients list found in the left-hand menu.
Edit groups can be selected ...
Member Administration: Remove members Answer:
Open Members
Hover over Actions
Select Remove members
Select the members you would like to delete
It is optional to add a message and send an email to the ...
Calendar: Create board pack Answer:
1. Open meeting2. Hover over Download / Print 3. Select Board Pack4. Choose Destination (Select printer or Save as PDF)
...
My Settings: My settings Answer:
My settings is always found when you have logged in to a portal, below your name at the very top.
Contact information. The first tab allows ...
Calendar: Create agenda Answer:
Open the meeting and click Edit (unless you just created it, in which case you simply can continue).
Open tab Agenda
Select either Create new agenda or ...
Document management: Create e-signing Answer:
Follow these steps to create an e-signing process on a document in TeamEngine.
Click on the quick menu to the left of the document.E-signing can ...
Activity list: Create new activity Answer:
You can create a new activity regardless of whether you yourself will be responsible or if you want to delegate the responsibility to another member.
To ...
Document management: Replace document Answer:
1. Click on the menu next to the document you would like to replace2. Select Check out and edit3. Scroll to the bottom ...
Administration: Edit or delete existing modules Answer:
1. Scroll to the module in which you want to make changes 2. Either click the menu to the left of the module’s name, or ...