Table of Contents
I. Introduction to Guest Meeting Role
A guest is a person invited to a specific meeting who does not otherwise have access to the Boardable platform.
The following aspects of the meeting experience are supported for guests:
Receipt of email invite notifications and email update notifications
Video conferencing component
Meeting agenda
The rest of the Boardable platform is not available to guests. This includes meeting documents other than the agenda or RSVPing on the meeting page.
To provide other documents (such as the Board Packet) to guests, please download the desired files from the platform and share these downloaded files over email.
In order to send a new guest an invite to an existing meeting, the existing invitees must also be sent an update notification regarding the change to the invite list. Sending invites to new users without notifying those users already invited is not supported.
II. Add Guests to New Meeting
Note: only email addresses which do not belong to a current observer, member, or admin can be added to a meeting as a guest
To add a guest to a new meeting:
Open the Create a Meeting form to learn how to do this, please refer to Related Articles
Click the Guests field heading to expand options
List first name and email address in Add guests menu; last name optional
Beneath Add Guest, type the first name (required), last name (optional), and email address (required) of the desired guest
Click blue Add Guest button
Complete remainder of Create a Meeting form as directed in Related Articles
III. Add Guests to Existing Meeting
To aded a guest to an existing meeting:
Navigate to the desired meeting page
Click Edit Meeting Info (the button showing a pencil on paper at the top right side of the page)
If prompted, click Edit this meeting or Edit full series
Click the Guests field heading to expand options
List first name and email address in Add guests menu; last name optional
Beneath Add Guest, type the first name (required), last name (optional), and email address (required) of the desired guest
Click blue Add Guest button
Guest is listed on the left side of the Guests field
Save the change
To save the change without sending the guest an invite, click Save
To save the change, send an invite to the new guest, and send an update notification to existing invitees, click Save and notify invitees
Related Articles
Guests and Boardable Video: learn about the guest experience for Boardable Video meetings.
Create a single date meeting: learn how Organization Admins, Members, and Group Admins can create a meeting for a single date
Create a recurring meeting Series: learn how to create a recurring meeting in Boardable for quarterly meetings or any regularly scheduled meetings
Create a Multi-Day Meeting: learn how to create a multi-day meeting in Boardable for retreats, conferences or any meeting that spans more than one day.
Navigate to Boardable Meeting Page: Learn how to navigate to the Boardable meeting page in order to see the agenda, comments, tasks, polls, join the meeting, etc.
Meeting Roles and Permissions: learn about the different types of meeting roles, such as Collaborator, and the permissions associated with that role