Getting Started With the Dashboard

Welcome to GetQuorum! This article explains how to get logged into your GetQuorum account and a brief overview of how to navigate the Dashboard.

On This Page...

How to get logged into the Dashboard
Overview of the Dashboard
FAQ

Getting Started With the Dashboard

Instructions

To get started, click on the link labelled "set up your account now". Please note that this link will expire within 24 hours

Instructions

Once you are added to your first meeting as the partner host, you will receive a welcome email with the subject line as "GetQuorum Dashboard Invitation" from support@getquorum.com.
From the email, click on the link that says "Set Up Your Account Now". Please note that this link will expire within 24 hours.
You will be brought to the dashboard and asked to create a password.
Once your password has been created, you will be able to log in using your username (email) and the password you just created.
After you've logged in, you will be prompted to enter a security code, which is emailed to you. Please enter the correct security code from the email in order to proceed with logging into your GetQuorum account.
1. Note: if you do not see the email in your primary inbox, please check your spam/junk folder as well.

Overview of the Dashboard

Once you are logged into your GetQuorum account, you will see at least one Campaign (Meeting Card). For every meeting that you are the designated partner host, you will see an associated meeting card.

When you click into one of the meeting cards, you will be brought to the Overview page for that meeting. Here is a brief overview of what you have access to:

Overview: this is where you can see an overview of the meeting details, such as the number of votes, meeting date & time, and numbers for attendance

Questions: this is the Real Time Voting Tool and where you will find the voting matters

Membership: this is where you can locate the unit and owner information

Proxies: this is where all electronic proxies can be found and where paper proxies are converted

Notices: this is where you can view the electronic notices that are scheduled to be sent or have been sent (i.e. notice of meeting, proxy submission reminders, how to join the meeting)

Note: you cannot create new notices as a partner host. If you would like to schedule a notice, please reach out to our support team (support@getquorum.com)

Nominations: this is where you can view candidates who submitted their nominations via GetQuorum's Candidate Nomination tool

Webcast: this is where you will confirm the Dress Rehearsal time, add in the panelist information, send off panelist invites, and create polls for motions. This is also where you will go to start the virtual meeting as the host

Shared Documents: this is where you will find all of the post meeting reports and recordings

Reports: this is where you will find all of the administrative reports

FAQ

1. I never got my welcome email!

Be sure to check your spam folder for an email called "GetQuorum Dashboard Invitation" sent from GetQuorum Support (support@getquorum.com). If you still can't locate it, please reach out to your virtual meeting manager as soon as possible.

2. Will I get an email for each meeting?

Yes: for each of the meeting cards that you are assigned the moderator for, you will receive an email notifying you

3. How long will I have access to each meeting card?

Indefinitely. You can return to the meeting card as much as needed

4. What is "Two-Factor Authentication"?

In this day and age, Two Factor Authentication ("2FA") is a requirement for online security: it is a system that requires you as the user to provide two pieces of evidence to an authentication mechanism, in order to access your account.