Admin

Manage Members

• Create & edit members
• Assign an assistant to a member
• Create and manage groups
• Member invitation
• Add a new member to past meetings

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Manage Meetings

• Create a meeting
• Agenda items
• Digital Circular Resolution
• Take & manage minutes
• Tasks & decisions

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Notifications

• Notifications for meetings & the corporate library
• Automatic notifications
• E-Mail Notifications for Approval Items

Publication

• Meeting publication
• Selective publishing

Documents

• Add documents to the meeting agenda
• Add documents to the library
• Manage document details
• Using labels
• Uploading MS Office documents

Advanced Configuration

• User Provisioning - User Identity Sync (SCIM)
• Conditional Access
• Sherpany application URLs
• Confidentiality classification levels. Old.
• Single Sign-on (SSO) What, why and how to get started in Sherpany

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Troubleshooting

• Clear cache & cookies on your browser
• Gather logs for engineers
• Take screenshots on your device
• Browser compatibility