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Legistar Administration Guide

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Legistar Administration

Use Legistar Administration to configure the settings in your Legistar database. We've organized the Administration topics as follows:

Legistar Administration Overview	The Legistar Administration Overview describes how to launch Legistar, open and navigate Administration. It also describes common functionality on Administration screens, and how to configure site information. Legistar Menus and Modules Navigating the Legistar Home Interface
Government Bodies	The Government Bodies section describes how to manage the legislative groups that make up your organization (e.g., councils, departments, boards, commissions). Working with body types and bodies Adding New Bodies and Body Types Deleting Government Bodies and Body Types Working with office members Adding a New Office Member Adding Multiple Office Members to a Government Body Changing a Members Term of Office Government body reports Running Reports from the Government Body Section Changing the Body Header Text for a Government Body Changing the Report Header for a Government Body
People	The People section describes how to manage the list of all Legistar Users, Office Holders, Department Staff, or any individual who is or can be on a list used in Legistar. Adding a Photo and Signature Adding a New Person Adding a New Appointee Adding Social Media Information Adding an Address and Contact Details Creating a New Mailing List Running Reports from the People Section
Legislative Files	The Legislative Files section describes how to create and maintain file types, which are used for searching, grouping, and reporting. Adding a New Legislative File Type Adding Code Sections Adding Subject Indexes Adding Text Section Labels Text File Templates Adding a New Auto-Number
Workflow Controls	This section describes how to define an agenda by specifying agenda settings and advanced settings, and set up workflow actions. Workflow Options Viewing and Adding Workflow Control Options Viewing and Adding Workflow Actions Copying a Body Type's Workflow Definitions Workflow Control Options by Body Type
Report Design	The Report Design section describes how to set up the reports used in the Legistar system. You can modify the report options, set default options, and descriptions, and rename your reports on demand without having to customize each one. Legislative files Setting Up the Certified Copy Report Setting Up the Legislative Master Report Setting Up the File Summary Report Setting Up the Signature Report Setting Up the Text File Report Agenda Setting Up the Agenda Hearing Notices Report Setting Up the Meeting Agenda Reports Meeting minutes Setting Up the Meeting Minutes Reports Setting Up the Meeting Referral Notice Report General Setting Up the General Certification Report Setting Up the Hearing Notices Report Setting Up the File Summary Report
Votes and Attendance Settings	The Votes and Attendance Settings section describes how to control the way attendance and votes are displayed and printed on various reports in Legistar. This section also enables you to control the formatting of meeting member names in reports. Configuring Default Display Settings for Attendance Configuring Default Display Settings for Votes Specifying Vote and Attendance Settings by Body Type
System Security	The System Security section describes how to create user groups, and assign access rights and body security permissions to those user groups. Viewing and Creating Security Groups Viewing and Creating User Accounts Viewing and Creating User Accounts for a Specific Security Group
System Settings	The System Settings section describes how to specify system settings, which affect the way the Legistar program works in many ways. General Settings Legislative Files Settings Agenda Settings Minutes Settings Vote Actions Settings File Locations Settings Meeting Settings Color Settings Approval Tracking Settings
Label Settings	The Label Settings section describes how to change field labels in the Legistar program as well as impose access controls on the data fields.
Approval Tracking	The Approval Tracking section describes how to set up approval sequences and add approval members to a sequence, and set up email templates and add variables to email templates. Viewing and Adding Approval Sequences Adding Approval Members Viewing and Adding Email Templates Viewing Email Template Variables
Security Log	The Security Log section describes the Security Log, which is strictly a tool used for support issues.
Frequently Asked Questions	Find the answers to common questions asked about Peak Agenda Management. Legistar FAQs
What's New in Legistar	Learn about new features and changes to the application. Legistar Release Notes

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