Meeting Permissions

Meeting level permissions are applied by clicking Manage Invitees.

Assigning Group Access

From the Edit Permissions screen, you are able to select what kind of access either users or groups have to the meeting.  Groups can be assigned three of the four different kinds of permissions (all but Exclude), which are described below. All available groups appear in the list and you can simply click the + icon next to any of them to grant basic Reader access, which can then be further customized by clicking the blue Reader permission and selecting another permission from the list. Note that if you give a Group access to a meeting, all members of that group will gain the selected permission. 

Assigning Individual User Access

You can also give individual users access to your meeting the same way, by first switching to the Members tab at the top of the permissions list. Next, just click the + icon next to the user’s name to grant basic Reader access, which can then be further customized by clicking the blue Reader permission and selecting another from the list. Individual user accounts can be assigned all four permission types described below. 

PRO TIP: MEETING PERMISSIONS:

Meeting permissions should be set by first creating the "Meeting Level" permissions, then setting "Section Level" permissions if necessary. Remember, a group permission will always be overridden by an individual user permission change. Section Level permissions should only need to be configured if there is a need to grant/remove special access to a specific section of the agenda. 

Administrators:  Permission to edit meeting details (including, date, time, location and agenda items).

Readers:  Permission to see the content of the board book but are unable to make changes to the meeting details, agenda sections or permissions.

Contributors: Similar to Administrators, Contributors have the ability to add/remove/edit agenda sections and upload documents to those agenda sections. However unlike Administrators, they are unable to make changes to the meeting’s details such as date/time/location, or permissions.

Exclude:  No ability to see the meeting.  This overrides any access the user may have through groups as well.

Inviting Users to the Organization through Meeting Permissions

While managing permissions of a meeting, it is possible to invite new people to your organization without needing to return to the User Directory. Doing so from this screen will accomplish a few things. First, it will bring a brand new person into your organization. Second, it will also give that new person access to this meeting. From the Edit Permissions menu on the meeting, simply click Invite Members at the top, and you’ll be shown the familiar Organization Invitation screen.

Setting Permissions to Individual Agenda Sections

After the Agenda for your meeting as been created (See Creating Your Agenda article for further information on this), it is possible to further customize your permission structure right down to each individual section of the meeting. First, click on the section you wish to alter to view the section's details. To set a group as a reader for example, click on the “Permission Section Members” button, then click the + icon next to any user or group to grant Reader access to the meeting, which can be further customized by clicking the blue Reader permission and selecting another permission. drag the group name from the right column over to the Reader slot on the left.