- Help Center
- Meetings Module
- Overview
User actions in Meetings
Any employee in the organization can create meetings and perform different actions in the Meetings module.
Let us consider an employee as the organizer of a meeting who can perform the actions listed below.
Actions |
Organizer |
Manager |
Admin |
Create org template |
❌ |
❌ |
✅ |
Create, manage, and import meeting |
✅ |
❌ |
❌ |
Create agenda meeting |
✅ |
❌ |
❌ |
Add and manage discussion points |
✅ |
❌ |
❌ |
Add discussion points from multiple modules |
✅ |
❌ |
❌ |
Pin and unpin discussion points |
✅ |
❌ |
❌ |
Add and manage meeting reflections |
✅ |
❌ |
❌ |
Add and manage to-dos |
✅ |
❌ |
❌ |
Nudge participants |
✅ |
✅ |
✅ |
View team dashboard |
❌ |
✅ |
❌ |
View org dashboard |
❌ |
❌ |
✅ |
Note: All participants in the meeting can perform the same actions as the organizer. However, only the organizer can conclude the meeting.
Note: If the manager and admin are not part of a meeting, they cannot perform the above actions. However, they can view the team dashboard and the org dashboard, respectively.