Update Meeting Role

Learn how to change a user's meeting role

Phoenix Robertson avatar
Written by Phoenix Robertson
Updated over a week ago

TABLE OF CONTENTS


I. Introduction

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 by default.

The following users are meeting admins:

  • Organization admins

  • Group owners (for meetings made on a group page)

  • Group admins (for meetings made on a group page)

Members and observers invited to a meeting are attendees by default. They can be promoted to meeting collaborator, or to meeting owner.

To learn more about meeting roles, please see Related Articles.

I. Promote Attendee to Collaborator

Only the following users can promote an attendee to collaborator:

  • Meeting owner

  • Meeting admin

  • Meeting collaborator

To do so:

  1. Navigate to Boardable Meeting page

    1. To learn how to do this, please see Related Articles

  2. Scroll down to the People section

  3. Click the field in the Role column, dropping down options

  4. Click Collaborator from these options

III. Demote Collaborator to Attendee

Only the following users can promote an attendee to collaborator:

  • Meeting owner

  • Meeting admin

  • Meeting collaborator

To do so:

  1. Navigate to Boardable Meeting page

    1. To learn how to do this, please see Related Articles

  2. Scroll down to the People section

  3. Click the field in the Role column, dropping down options

  4. Click Attendee from these options

IV. Change Meeting Owner

Only the following users can change the meeting owner:

  • Meeting owner

  • Meeting admin

  • Meeting collaborator

Editing the meeting owner causes all invitees to receive an update notification.

To do so:

  1. Navigate to Boardable Meeting page

    1. To learn how to do this, please see Related Articles

  2. Click Edit Meeting Info (the button showing a pencil on paper) at the top right side of the page

    1. If prompted, click Edit this meeting to edit the owner of just this meeting, or Edit full series to edit the owner of all future meetings in a series

  3. Scroll down to the Meeting owner field

  4. Click the field beneath this

  5. Type the name of the desired meeting owner

  6. Click the new meeting owner's name from the dropdown this expands

  7. Click Continue

  8. Click Save


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

  • 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.

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