This step is only needed if the client association does not exist on the association list under the user’s My staff account. Clients might not be able to do the following. Please contact your project manager.
Create an association by going to:
1. Settings > Meeting info & setup
2. Click Information & setup (highlighted below)
3. Click “Other associations” in the top right corner shown below
Click ADD ASSOCIATION. Enter the information required and click Save:
– Short name: Abbreviated longer name of the association (e.g., ISA)
– Association name: Name of association
– Website: Association website
*More information on setting up a meeting in our Trainual course: Presentation Management Content Collection & Executing Virtually