Meeting Permissions
Each meeting's permissions can be adjusted individually
- Click Meetings in the menu bar
- Click on the Edit Meeting button to the right of your meeting
- Click the padlock icon at the top right
- The Members are the meeting attendees
- The Admins are the Account Admins
View - Allows a user to view data inside the meeting. They cannot edit or add any content to the meeting. They can mark To-do's assigned to them as complete. Unchecking this will remove access to view the meeting. Can view the Meeting Minutes.
Edit - Able to add and manage Issues, To-dos, and Headlines. Can edit the measurables, cannot add or archive measurables, goals, or attendees. Can manage current Goals and measurables that have already been created. Can edit the Business Plan / Departmental Plan, but only admins can edit the core values. (Note: If unchecking the Edit permission checkbox, you must also un-check the Admin checkbox.)
Admin - Can edit, archive, and add new Goals and measurables for themselves, if they are supervisors, they can add items to their direct reports as well. Can add/remove existing account members to a meeting. Can delete items from the meeting Meeting Minutes.