You can add team members to any department or board. Each person gets an email invitation to join.
Click your name in the top right corner.
Select Departments & Boards.
Click the department or board you want to add someone to.
Click Add Department Member.
Enter their name and email, and choose a role.
They'll receive an invitation email.
Adding board members as speakers
You can also add board or council members so they appear in the speaker dropdown on your transcripts. If you don't want them to receive emails, leave the email field blank. They'll still be available to assign as a speaker.
Tip: Adding your board members ahead of time saves you a step later. ClerkMinutes uses them to suggest names when you assign speakers.
Need help?
Email us at [email protected].
Prefer to ask in person? Pop in during Office Hours every Thursday to ask questions, troubleshoot, or learn something new. Anyone can come, whether you're a customer or still on your free trial.