Update Meeting Role

Meeting Roles are automatically assigned based on the user's Account Role within the organization when the meeting is first created. The user who created the meeting is the Meeting Owner. Users with an Account Role of Administrator, or who are Group Owner or Group Admin within the group associated with the meeting, are automatically Meeting Collaborators. The Meeting Role can be updated after the meeting is saved.

Only a Meeting Owner / Collaborator can change a user's Meeting Role.

To change a user's Meeting Role:

  • Access the Meeting Page in one of the following ways:

    • Through Meetings:

      • Click Meetings from the left Navigation Panel to access the list of current meetings

      • Click on the appropriate meeting name

    • Through My Groups:

      • Click My Groups from the left Navigation Panel to show the drop-down list of personal groups

      • Click on the appropriate group's name associated with the meeting

      • Click on the appropriate meeting name to open the meeting page for that meeting

  • Scroll down to the People section (after Tasks)

  • The user's Meeting Role can be changed by updating the checkmark under the Collaborator heading across from the user's Name as follows:

    • Black checkmark: this is a Meeting Owner or Organization Admin and the designation cannot be changed

    • Green checkmark: this is a Collaborator; green designates that a Member or Observer was elevated to Collaborator for this particular meeting; click the checkmark again to revert user back to Meeting Member or Meeting Observer status (grey checkmark)

    • Grey checkmark: this is a user whose Account Role is either Member or Observer; click the checkmark to elevate the user's status to Collaborator; the checkmark will turn green

Related Articles

  • Meeting Roles and Permissions: learn about the different types of meeting roles, such as Collaborator, and the permissions associated with that role

  • Roles in Boardable: learn about the different types of roles within Boardable and where to find additional information about their permissions

  • Meeting Center: learn to run more productive and efficient meetings

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