TABLE OF CONTENTS
I. Introduction
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:
Navigate to Boardable Meeting page
To learn how to do this, please see Related Articles
Click Invitees from left menu
Click the field in the Role column, dropping down options
Click Collaborator from these options
III. Demote Collaborator to Attendee
Only the following users can demote a collaborator to attendee:
Meeting owner
Meeting admin
Meeting collaborator
To do so:
Navigate to Boardable Meeting page
To learn how to do this, please see Related Articles
Scroll down to the People section
Click the field in the Role column, dropping down options
Click Attendee from these options
IV. Change Meeting Owner
Only the following users can change the meeting owner:
Meeting owner
Organization admin
Editing the meeting owner causes all invitees to receive an update notification.
To do so:
Navigate to Boardable Meeting page
To learn how to do this, please see Related Articles
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 to edit the owner of just this meeting, or Edit full series to edit the owner of all future meetings in a series
Scroll down to the Meeting owner field
Click the field beneath this
Type the name of the desired meeting owner
Click the new meeting owner's name from the dropdown this expands
Click Continue
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.