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Roles in Boardable
Roles in Boardable

Learn about the different types of roles within Boardable and where to find additional information about their permissions.

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Written by Jocelyn Gombos
Updated over 5 months ago

TABLE OF CONTENTS

I. Overview of Roles

II. Overview of People / Account Roles

III. Overview of Group Roles

IV. Overview of Meeting Roles

V. Overview of Boardable Video Roles

I. Overview of Roles

A person's role determines both their own access to organizational content and their ability to change the access of others.

The following roles are supported by the platform:

  • Account role: determines permission for all content

  • Group role: determines permissions for content associated with a specific group

  • Meeting role: determines permissions for content associated with a specific meeting

  • Boardable video role: determines access to other participants' camera and microphone settings in a Boardable Video conferencing session

II. Overview of People / Account Roles

An Account Role is assigned to a person when they are added to Boardable. This can be changed at any time. There are three account roles:

  • Administrator / Organization Admin

    • The only role that can add and edit users

  • Member

    • Can view all document center files by default

    • Access to other content (including meetings, groups, and polls) depends on manual assignment

  • Observer

    • Can only view content added to meetings and groups they are added to

For complete descriptions of each account role, please see Related Articles.

III. Overview of Group Roles

Groups represent the different committees, boards, or teams within the organization. To learn more about Groups in Boardable, please see Related Articles.

Groups carry a set of roles. A person's group role can be different than their account role. There are three Group Roles:

  1. Group Owner:

    1. Assigned by an Organization Admin when the group is created

    2. A Boardable user with an Account Role of Administrator or Member can be assigned to a group as the Group Owner

  2. Group Admin:

    1. A user is automatically a Group Admin if their Account Role is Administrator; they cannot be downgraded to a Group Member

    2. Users with Account Role of Member or Observer can be elevated to Group Admins

  3. Group Member:

    1. A user is automatically a Group Member if their Account Role is Member or Observer

    2. A user can be elevated to Group Admin by a Group Owner or Group Admin within that group

For complete descriptions of each group role, please see Related Articles.

IV. Overview of Meeting Roles

Meeting pages contain content associated with specific meetings; they are also used to create events in the personal calendars of invitees of these meetings.

There is a set of roles associated with these pages. A person's meeting role can be different from their account or group role. There are four meeting roles:

  • Meeting Owner

    • The Meeting Owner is the person who created the meeting

      • Meetings can be created by users having a specific Account Role (Administrator / Member) or Group Role (Group Owner / Group Admin) associated with the meeting

      • Group owner's name is listed on all meeting invite and update notificaitons

  • Meeting Collaborator (aka Meeting Admin)

    • A user is automatically a Collaborator if their Account Role is Administrator or they are a Group Owner or Group Admin of the group associated with the meeting

    • Other Collaborators are assigned by the Meeting Owner, Organization Admins, Group Owner, or Group Admins

  • Meeting Attendee

    • A user is automatically a Meeting Attendee if their Account Role is Member or Observer and they are invited to the meeting

  • Meeting Guest

    • A guest is someone who has been invited to the meeting, but they are not a user within Boardable

For complete descriptions of each meeting role, please see Related Articles.

V. Overview of Boardable Video Roles

Boardable Video conferencing sessions let participants communicate via camera and microphone.

There are three roles associated with these sessions. A person's video conferencing session can be different from their account role, group role, or meeting role. These roles are:

  • Boardable Video Admin

    • All organization admins are Boardable video admins; they cannot be demoted to Boardable Video Attendee

    • Can enable and disable the camera and microphone of other participants

  • Boardable Video attendee

    • A participant is automatically a Boardable Video attendee if their account role is member or observer; they can be promoted to admin by current Boardable Video Admins

For complete descriptions of each Boardable Video role, please see Related Articles.

Related Articles

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

  • Update Meeting Role: learn how a Meeting Owner or Collaborator can view and update a user's Meeting Role

  • Boardable Video Roles: Learn the permissions of each role in a Boardable Video conferencing session, and how to change a participant's role

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