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Meeting Permissions

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Check out our quick video guides. You’ll see how Bloom Growth helps you run clear, organized, and results-driven meetings—and how to set up your workspaces to keep your team aligned and accountable.

Each meeting has its own permissions. A person's permission level in a meeting (View, Edit, or Admin) decides what they can see and change in that meeting. Only meeting admins can change permissions.

Change Who Has Access to a Meeting

  1. Open the meeting from Meetings in the left-hand menu.
  2. Click the three dots (More options) at the top right of the Agenda panel.
  3. Under Actions, select More actions. The Edit Meeting page opens on Basics.
  4. Click the Permissions button at the top right of the page.
  5. To give someone access, start typing their name (or a team's name) in the box under Add permissions for a user or team. Begin typing here... and select them from the list.
  6. For each person or team listed, check or uncheck View, Edit, and Admin. Each change saves as soon as you click the checkbox.

Note: If you're a meeting admin, you can also get here from Edit attendees (three dots at the top right of the Agenda panel → Edit attendees): click here in "You can change the permissions here." If you aren't a meeting admin, the Permissions list shows "You're not permitted to edit these permissions." and the checkboxes are greyed out.

  • Unchecking View, Edit, and Admin for someone removes their access to the meeting.
  • If you uncheck Edit for someone, also uncheck Admin.

What Each Permission Allows

Section names below follow your organization's terminology (for example, your organization may call Goals "Rocks" and Metrics "Measurables").

View – Can open the meeting and see everything in it, including the Meeting Minutes. Can mark their own To-dos as complete and vote on Issues. Cannot add or change the meeting's Issues, To-dos, Headlines, Goals, or Metrics.

Edit – Everything View can do, plus:

  • Add and edit Issues, To-dos, and Headlines.
  • Edit existing Goals and Metrics, and archive Goals they own. Cannot create new Goals or Metrics, or archive Metrics.
  • Add metric dividers, and create, edit, and pin their own Metrics tabs.
  • Change the meeting name and the video conference link.
  • Add and edit meeting notes.
  • Edit the Business Plan.

Admin – Everything Edit can do, plus:

  • Change who has access to the meeting and their permission level.
  • Add and remove attendees.
  • Create Goals and Metrics, add existing Metrics to the meeting, archive Metrics, archive Goals owned by others, and change a Goal's owner.
  • Add, remove, reorder, rename, and re-time agenda sections, and set External Page links. See How to Edit the Meeting Agenda.
  • Edit the Check-in.
  • Change the meeting leader.
  • Open Advanced settings and delete the meeting.