Permissions within the meeting module allow a Simbli admin to grant or restrict access to certain content on an individual basis. Follow the steps below on how to navigate to a user’s profile and a breakdown of the different permissions available.
How to Set User Permissions
- Hover over the More tab
- Go to the User Administration Screen
- Click on the Permissions icon for the user
Note: You can also click on a user’s name and scroll down to their permissions at the bottom of the page
- Edit user’s permissions as needed per module or their security role
- Click Save and Close
List of Meeting Permissions/Definition
Administration Permissions
| Permission | Description |
|---|---|
| Access This Type | User will see this meeting type in their meetings list and be able to access any published agenda Users with this permission can be placed on an agenda workflow |
| Super User | The user is able to add users and give permissions for the meeting type they are a super user for.Additionally, they are automatically given the following 12 permissions, which cannot be unchecked:(1) Administer Meetings, (2) Administer Minutes, (3) Edit Tasks, (4) Access Meeting Templates, (5) View Unpublished Meetings, (6) View Pending Items, (7) View Confidential Items, (8) View Management View Items, (9) View Limited View Items, (10) View Tasks, (11) Use Sticky Notes, and (12) Download Offline Versions. |
| Administer Meetings | User can create meetings, build and edit the agendas and publish the meetings. Additionally, they are automatically given the following 11 permissions, which cannot be unchecked: (1) Administer Minutes, (2) Edit Tasks, (3) Access Meeting Templates, (4) View Unpublished Meetings, (5) View Pending Items, (6) View Confidential Items, (7) View Management View Items, (8) View Limited View Items, (9) View Tasks, (10) Use Sticky Notes, and (11) Download Offline Versions. |
| Administer Minutes | User can take attendance and record minutes |
| Edit Task | User can add and edit task items |
| Access Meeting Templates | User can create or edit meeting templates |
| View Unpublished Meetings | User can view unpublished meetings for this type but cannot edit them |
Attendee Permissions
| Permission | Description |
|---|---|
| View Pending Items | Can view any agenda item that has not been marked Ready for Meeting |
| View Confidential Items | Can view any agenda item that has been marked Board Confidential Items marked confidential are not visible to the public or users that do not have this option checked |
| View Management View Items | Can view any agenda item that has been marked Management View Items marked management view will only show agenda item title but no content to board members, public, or users who do not have this option checked |
| View Limited View Items | Can view any agenda item that has been marked Limited View Items marked management view will only show agenda item title but no content to public or users who do not have this option checked |
| Can Vote | The user’s name will appear in the voting grid to record motions and votes |
| View Tasks | User can view tasks that have been created |
| Use Sticky Notes | Access to write and save personal notes for agenda items |
| Download Offline Meeting | Ability to download meeting agendas to a computer for viewing offline viewing |
| Email Notify | User will be on the list to receive an email notification when an agenda is published |
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