Adding a Participant to a Meeting Series #
Meeting series participants have access to all content shared within the series, including goals, initiatives, tasks, and resources.
Step 1: Navigate to the Meeting Dashboard #
- From the left-hand navigation bar, click Meetings.
- This will open your Meeting Dashboard, where all of your meeting series are listed.
Step 2: Select the Meeting Series #
- Locate the meeting series you’d like to update.
- On the right-hand side, click the three dots (⋮) menu.
- Choose Edit Meeting Series.
Step 3: Add a Participant #
- In the participant field, search for the individual you’d like to add.
- Select their name.
- Click Update to confirm.
Step 4: Confirm Access #
- The new participant will now appear as part of the meeting series.
- They will automatically have access to everything included in the series, such as:
- Company Goals
- Initiatives & Roadmap Items
- Tasks
- Pinned Resources