Agenda Beacon User Manual
Everything you need to run a board on Agenda Beacon — from your first sign-in to publishing approved minutes. Start with the Quick Start, then jump to the chapter that matches what you are doing. Use the role filter to narrow the manual to your responsibilities.
Chapter 1
Quick Start
Sign in, set up two-factor authentication, and find your way around in the first ten minutes.
Chapter 2
Accounts & Security
Manage your profile, photo, bio, two-factor authentication, and review sign-in activity.
Chapter 3
Board Workspace Overview
How the meetings list and meeting page are laid out.
Chapter 4
Building Agendas
Sections, items, item types, votes, responsible people, internal notes, and attachments.
Chapter 5
Agenda Templates
Reuse a standard agenda structure instead of rebuilding it every meeting.
Chapter 6
Importing Past Meetings
Bring agendas and minutes from your previous system into the Agenda Beacon archive.
Chapter 7
Running A Meeting
The moderator flow: walking the agenda, opening votes, recording roll call, and correcting mistakes.
Chapter 8
Minutes
Record or upload meeting audio, generate AI-assisted minutes, and control who sees them.
Chapter 9
Attendance
Track which board members and staff were present.
Chapter 10
People & Permissions
Invite people, assign roles, manage boards and rosters, and remove access.
Chapter 11
Organization Settings
Logo, contact details, letterhead, and what appears on printed agendas.
Chapter 12
Public Portal
What the public sees, and how to enable or disable each part of it.
Chapter 13
Printing & Downloads
Outline versus detailed agendas, page headers, and what is excluded.
Chapter 14
FAQ & Troubleshooting
Common questions and quick fixes.