TABLE OF CONTENTS
III. Group Owner
I. Overview of Group Roles
Groups represent the different committees, boards, or teams within the organization. When a user is added to the Boardable account, they can also be assigned to groups. One user can be assigned to multiple groups. Group assignments help facilitate invitations (to meetings, polls, etc.). Exclusion from groups helps limit accessibility (to meetings, polls, documents, etc.). Groups, when named properly, are a great tool to quickly communicate with the appropriate people regarding a specific topic.
Note: changes to a user's role within a group does not change the user's Account Role; refer to Related Articles for more information on adding groups, assigning a user to a group, and Account Roles.
Only Organization Admins (user's with an Account Role of Administrator) can create or delete a group.
The Group Role is initially assigned based on the user's Account Role. User permissions within the group are determined by the user's Group Role. There are three Group Roles:
Assigned by an Organization Admin when the group is created
A Boardable user with an Account Role of Administrator or Member can be assigned to a group as the Group Owner
A user is automatically a Group Admin if their Account Role is Administrator; they cannot be downgraded to a Group Member
Users with Account Role of Member or Observer can be Group Admins
A user is automatically a Group Member if their Account Role is Member or Observer
A user can be elevated to Group Admin by a Group Owner or Group Admin within that group
The drawing below gives a visual of the hierarchy, automatic assignments (solid arrow), and optional assignments (dotted arrow).
II. Organization Admins and Groups
Although groups have very specific roles within the group, there are still some permissions that only an Organization Admin can perform. These include:
Create a group
Delete a group
Update the Group Owner
Edit / Delete a discussion created by another member of the group
III. Group Owner
The Group Owner is determined by the individual who created the group. The Organization Admin creating the group can assign a user, with an Account Role of Administrator or Member, as a Group Owner.
Only Organization Admins can update the Group Owner after a group is created.
i. Identify Group Owner
The identity of the Group Owner can be viewed in two places:
From the group listing - accessed by clicking on the Groups menu in the left Navigation Panel (not available to Observers)
From the group's Group Page
The Group Owner name is displayed under the group's name
There are a couple of ways to access a group's Group Page. The easiest way, and the one accessible to all roles is through My Groups.
Click My Groups from the left Navigation Panel to show the drop-down list of personal groups, then click on the appropriate group's name
Click Groups from the left Navigation Panel (not available to Observers) to access the list of current groups within the organization, then click on the appropriate group name to open details about that group
ii. Group Owner Permissions
There can only be one Group Owner per group. The Group Owner has the same permissions as the Group Admin with the following difference:
Group Owner, even if Account Role is Member, will stay a Group Admin of that specific group
Other Group Admins will not have the ability to revoke admin privileges from this user for this group; only Organization Admins can revoke this privilege by naming someone else as the Group Owner
IV. Group Admin Permissions
There can be multiple Group Admins in one group. The Group Admin has the same permissions as the Group Member with the following additions:
Add, edit, and delete meetings - even those created by others
Includes creating and editing agenda, meeting minutes, recordings, etc.
Add, edit, and delete polls - even those created by others
Edit documents created by others
Remove any documents
Edit or remove those created by others if involved in the discussion (this does not apply to users with an account role of Observer)
Add, edit, and delete tasks - even those created by others
Group member updates
Add or remove users from the group (this does not remove the user from Boardable)
Ability to "uncheck" Group Admin status (this is only possible if the user is not the Group Owner and is not an Organization Admin)
unchecking the Group Admin status revokes all Group Admin privileges once the user logs out and back in again
V. Group Member Permissions
Group Members can perform the following from the Group Page for the specific group they are a member of:
View all activity
Access agenda and minutes, but not edit them
Take personal notes on agenda items
Add / edit own polls
Participate in polls others created, but not edit them
Upload and download documents within that group, but unable to remove them
Add / edit own discussions (only if account role is also Member)
View group's member list
Groups: learn about Boardable groups
Advantages of Groups: learn why using groups within Boardable can be advantageous.
Overview of the Group Page: learn how to view a group's page, understand activity, and view important information.
Create / Delete a Group: learn how to create and delete a group
Update Group Owner: learn how to change the Group Owner - Organization Admins only
Update Group Roles: learn how to update roles within a group
Account Roles and Permissions: learn about the different types of account roles and the associated permissions within Boardable