View, Add, and Delete Boardroom Meeting Managers

View, Add, and Delete Boardroom Meeting Managers

Also searched as: manage boardroom managers, meeting manager list, assign/remove managers

You can view the list of Managers assigned to a Boardroom Meeting, add new Managers, 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 MANAGERS LIST" (or manager-editing) window and use the same shared actions described below.

 Shared Actions (apply to Paths 1 and 2)

Once you have the Managers list open:

1. View the name and e-mail address of each Manager.
2. Click on a Manager's e-mail address to launch your e-mail client and send that person a message.
3. Click the "Remove Manager" icon (trash can) to remove an individual from the Meeting.
4. To add Managers, click on the "Add Managers" 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 Manager roster, click "Cancel," press "Esc," or click the "X" in the top right corner of the window.

Note: Path 3 (the "EDIT BOARDROOM MEETING" window) manages Managers 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 "Managers" column, click on the number of Managers shown.
5. This opens the "BOARDROOM MANAGERS 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 "Boardroom Managers" identifier, click on the "[X] Managers" link, where [X] equals the current number of Managers.
5. This opens the "BOARDROOM MANAGERS LIST" window — follow the Shared Actions above.

 Path 3: From the "EDIT BOARDROOM MEETING" Window

(also called: Edit Boardroom, edit meeting managers)

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, click on the "Boardroom Manager(s)" dropdown menu and activate the checkbox in front of one or more names from the list.

What's different at this entry point:

• Only the names of people with admin status appear in this dropdown menu.
• Click "Save" when done, or exit without saving via "Cancel," "Esc," or the "X" in the top right corner.