Meetings Permissions
Understand the different user roles and what each can do in the Meetings tool. Roles are assigned when creating meetings or can be changed later.
User Roles
There are three types of permission levels in meetings:
- Organizers: Can edit meeting agendas, take attendance, and make meeting minutes official to send them out to the necessary individuals.
- Invitees: Can view the meeting and have meeting items assigned to them. To add invitees to a meeting, see Create Meetings.
- Project Administrators: Can view and edit all meetings.
Permission Details
| Invitee | Organizer | Project Administrator | |
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| View Meeting |  |
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| Edit Meeting |  |
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| Invite Attendees | |
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| Edit Attendee List | |
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| Mark as Minutes | |
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| Export PDF | |
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| Filter Meeting | |
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| Create Follow-up Meetings | |
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Note:
Project members not added as invitees can't view the meeting in the list. Each member sees only meetings they've been invited to. Create nonmember invites for people that aren't the project's members. Add their name, company and email.