View, Add, and Delete Boardroom Meeting Attendees

View, Add, and Delete Boardroom Meeting Attendees

Also searched as: manage attendees, boardroom attendee list, invite/remove meeting attendees

You can view the list of people invited to a Boardroom Meeting, add new attendees, or remove existing ones. This can be done from three different entry points in the system. No matter which path you use, you end up in the same "BOARDROOM ATTENDEES LIST" (or attendee-editing) window and use the same shared actions described below.

 Shared Actions (apply to all three paths)

Once you have the attendee list open:

1. View the name and e-mail address of each attendee.
2. Click on an attendee's e-mail address to launch your e-mail client and send that person a message.
3. Click the "Remove Attendee" icon (trash can) to remove an individual from the Meeting.
4. To add attendees, click on the "Add Attendees" dropdown menu to open it, and activate the checkbox in front of the name of one or more individuals.
5. When you're happy with your Boardroom Meeting setup, click the "Save" button.
6. To exit without changing the attendee roster, click "Cancel," press "Esc," or click the "X" in the top right corner of the window.

Note: In the "EDIT BOARDROOM MEETING" path, attendees are managed slightly differently — see that section below.

 Path 1: From the "BOARDROOM" Window

(also called: main Boardroom list, Boardroom tab)

How to get there:

1. Click on the "Membership" tab on the vertical Dashboard menu at the left side of the screen.
2. Click on the "Boardroom" tab.
3. In the "BOARDROOM" window that opens, locate the Boardroom Meeting in the list.
4. In the "Attendees" column, click on the number of attendees shown.
5. This opens the "BOARDROOM ATTENDEES LIST" window — follow the Shared Actions above.

 Path 2: From the "BOARDROOM MEETING" Window

(also called: View Boardroom, meeting details view)

How to get there:

1. Click on the "Membership" tab on the vertical Dashboard menu at the left side of the screen.
2. Click on the "Boardroom" tab.
3. In the "BOARDROOM" window that opens, locate the Boardroom Meeting in the list. In the "Actions" column, open the three-dots menu and choose "View Boardroom."
4. In the "BOARDROOM MEETING" window that opens, locate the "MEETING DETAILS" section. Under the "Attendees List" identifier, click on the "[X] Members" link, where [X] equals the current number of invitees.
5. This opens the "BOARDROOM ATTENDEES LIST" window — follow the Shared Actions above.

 Path 3: From the "EDIT BOARDROOM MEETING" Window

(also called: Edit Boardroom, edit meeting attendees)

How to get there:

1. Click on the "Membership" tab on the vertical Dashboard menu at the left side of the screen.
2. Click on the "Boardroom" tab.
3. In the "BOARDROOM" window that opens, locate the Boardroom Meeting in the list. In the "Actions" column, open the three-dots menu and choose "Edit Boardroom."
4. In the "EDIT BOARDROOM MEETING" window that opens, locate the "Invited Attendees" section.

What's different at this entry point:

• Click on the "Committees" or the "Individuals" dropdown menu to open it. Activate the checkbox in front of the name of a committee or individual to add them to the Meeting. Deactivate a checkbox to remove a committee or individual from the Meeting.
• Click "Save" when done, or exit without saving via "Cancel," "Esc," or the "X" in the top right corner.