Dane County staff receive refresher training on Legistar administration

Trainer, a Legistar system administrator leading the session, provided a step-by-step refresher on the Legistar administration console and walked Dane County staff through people records, meeting bodies, user accounts, security groups, approval sequences, workflow control and attachment templates.

The trainer said the session would focus on “the essential and key components of registered administration,” and demonstrated how administrators can create people records and user accounts, assign elected officials to meeting bodies, configure security groups and set up approval-tracking sequences.

Why this matters: Legistar’s back-end settings determine what appears on public agenda and minutes pages (the county’s Insight page), which users receive email notifications and which meeting bodies and file types are available in staff workflows. The trainer flagged several setup and cleanup items that can affect public-facing information and internal approval processes.

Key points from the training

- People records and cleanup: The trainer noted the system contains about 2,000 people records and recommended deactivating records that are no longer needed rather than deleting them so historical minutes and audit trails are preserved. "The…