Step 1 : When you log into BLISS, you will land on your portfolio page, as shown below. Click on the company for which you want to create the Agenda.

Step 2: Click Agenda

Step 3 : A drop down menu with 3 categories of meeting will be displayed- Board Meeting, Sub-committee meeting and Shareholder meeting. Select the preferred option by clicking on it.

Step 4 :  Once you select the type of meeting, add the  Meeting Agenda item and update the meeting details, click on the ‘Restrict Access’ button for the item for you wish to grant edit access to Department User.

Step 5: Select the appropriate User to whom access has to be given. Enter the due date by which the inputs should be provided by the Department User and click Submit.