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Meetplace User Roles
Owner. Meetplace owner is the only user with the right to manage the meetplace settings and members. The meetplace creator is by default its owner, but they can transfer ownership to any active member in the meetplace.
Admins. Besides the owner, the meetplace can have many admins who manage members. However, admins cannot manage each other, only the owner has the right to manage admins by removing or deactivating them.
Members. They can create projects, schedule meetings, and assign actions.
Project User Roles
Manager. The project manager can update project details, members, delete, and create meetings in this project. By default, project managers have access to view all meetings under the project without a need for an invitation.
Member. Members can add meetings in their involved projects.
Meeting User Roles
Creator. By default, the meeting creator is the meeting coordinator who can delete, update details, and manage attendees. They can also transfer their role as a coordinator to another member.
Coordinator. Meeting coordinator is the only user responsible for managing the meeting minutes through public tiles, and they can also update meeting details.
Member. Meeting member has access to view public tiles of the meeting, can add suggested agenda items, vote on proposed decisions, and add notes, files, and actions on the private tile.
Viewer. Viewer of a meeting can only view public tiles of the meeting and chat with meeting attendees.
Guest. A guest receives an invitation email to be invited to the meeting but has no access to view the meeting on the system.
Action Roles
Action Creator. The action creator can create, update, or delete an action.
Assignee. An assignee to an action can change an action’s status (active or completed).
Both action creator and assignee can add checklist items, add additional notes, comment with each other, and attach the file(s) to the action.