Roles in Meetings

Learn about meeting roles and their permissions

About Meeting Roles

Meeting Owner Permissions

Meeting Admin/Collaborator Permissions

Meeting Attendee Permissions

Meeting Guest Permissions

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About Meeting Roles

Boardable users can have one of three roles in meetings: owner, admin/collaborator, or attendee. These roles are separate from and subordinate to the global account roles assigned during account creation. Meeting roles determine the actions that users can take within a given meeting. 

Need to meet with people outside your organization? Invite them as guests. Guest users can attend meetings to which they're invited, no account necessary.  

Things to Keep in Mind 

• A person’s account or group role can impact their meeting role. By default, global admins are also meeting admins. When creating meetings from a group page, the group owner and admin are made meeting admins by default.
• Unless they are group admins, users in member or observer account roles are added to meetings as attendees. You can promote such users from attendee to collaborator status, but this must be done on a meeting-by-meeting basis.
• Regarding recurring meetings, you can't promote or demote attendees across an entire series of meetings. Role changes must be made one meeting at a time. 

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Meeting Owner Permissions 

Users who create meetings own those meetings by default, but this role can be transferred to other attendees. Meetings cannot have multiple owners.  

Meeting owners have the following permissions: 

• Edit meeting details (date/time, description, location, and videoconferencing)
• Edit the invitee list
• Send invitations
  • The names of meeting owners are included in the text of invitation emails 
• Send meeting messages
• Update RSVPs
• Build, edit, and publish agendas
• Upload meeting documents
• Take and edit meeting minutes
• Enable, disable, or customize a public page
• Create and edit meeting tasks and polls
• Promote attendees to collaborators
• Transfer the owner role to another invitee
• Start a Boardable Video session
• Delete the meeting
  
  

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Meeting Admin/Collaborator Permissions

Organization admins are meeting collaborators / admins. For meetings created from a group’s page, this group’s admin and owner are also meeting collaborators / admins. These users cannot be demoted from collaborator / admin to attendee.

Members and observers who are not group admins or group owners can be promoted from attendee to collaborator. 

There is no limit to the number of invitees which can have this role per meeting. 

This meeting role includes the following permissions: 

• Edit meeting details (date/time, description, location, and videoconferencing)
• Edit the invitee list
• Send invitations
  • The names of meeting admins are not included in the text of invitation emails 
• Send meeting messages
• Change RSVPs
• Build, edit, and publish agendas
• Upload meeting documents
• Take and edit meeting minutes
• Enable, disable, or customize a public page
• Create and edit meeting tasks and polls
• Promote attendees to collaborators
• Transfer the creator / owner role from its present holder to another invitee
• Start a Boardable Video session
• Delete the meeting

The names of meeting admins are not included in the text of invitation emails. 

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Meeting Attendee Permissions

Attendees are Boardable users in member or observer roles who are not group admins or group owners. They can be promoted to owner or collaborator roles. There is no limit to the number of attendees you can invite to a meeting. 

Attendees have the following permissions: 

• View meeting details and submit RSVPs
• View the invitee list
• View published agendas and meeting documents
• Participate in a Boardable Video session
• View meeting minutes
  • After minutes are published, they replace the agenda on the attendee’s meeting page
    
    

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Meeting Guest Permissions 

Guests are people outside a Boardable organization; they must be invited to specific meetings. This role cannot be granted to account holders, nor can guests be promoted to collaborator or owner roles. 

Guests have the following permissions: 

• View meeting details and submit RSVPs
• View the invitee list from their calendar event, or from a Boardable Video session
• View the agenda and meeting documents from a Boardable Video session
• Participate in a Boardable Video session
  
  

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