People and Permissions
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.
- Project Administrators: Can view and edit all meetings.
Invite people
In a meeting:
- Click Invitees
- Click Add invitees
- Select members
- Click Done
Note: Create non-member invites for people that aren't the project's members. Add their name, company, and email.
Important: Adding invitees does not email an invitation.
To assign the Organizer role to members use the More menu 
next to their name.
Permissions
| Invitee | Organizer | Project Administrator | |
|---|---|---|---|
| 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 of meetings. Each member sees only the meetings they've been invited to.