Another important building block within is the Attendee Group. Attendee groups are selected when creating a meeting site, and are used to:

• Populate Roll-Call
• Provide permissions to users needing to access the meeting site
• Provide an attendee profile, consisting of attendee type, voting profile (if applicable), chair responsibilities, and other important information.

Note: It is recommended to copy existing Attendee Groups rather than creating brand new Attendee Groups.

To create a new eSCRIBE Attendee Group, go to the Users & Groups, then go to Attendee Groups section of eSCRIBE through the Main Navigation Bar. To create a new attendee group, click the Create Group button. 

In the Attendee Group field , enter the Attendee Group Name. In the Group Admins drop down, type or enter the user names (or use the browse people picker option) of the individuals who will have the ability to administer changes to this attendee group. 

In the Group Admins drop-down, type or enter the user names (or use the browse people picker option) of the individuals who will have the ability to administer changes to this attendee group. Click Create when finished and the new attendee group is ready for use. If you are looking to add attendees to an already existing attendee group, please follow the instructions below. Ensure that the attendee group is selected and click the Add Attendee button to enter Addition mode.

To add an attendee, first enter the Attendee's name in the People Picker textbox and select the correct users from the drop down.

If you wish to add this Attendee to meeting sites that have already been created, select the Existing Meeting drop down.

Once the form has been saved the Attendee Group will be automatically updated with the new Attendee, and the updated list of attendees will be displayed on the right-side of the screen.

Repeat for each additional new Attendee.

Duplicating an Attendee Group

To copy an attendee group, select the attendee group and click Duplicate from the menu

Updating the Attendee Group Details

To update details of an Attendee group, such as the name of the group and administrators, click Edit Attendee Group in the menu when the attendee group is selected. 

Deactivating An Attendee Group

To deactivate an Attendee group, select the Attendee group and click Deactivate from the menu. Click OK on the confirmation pop-up that appears. Please note that deactivated groups will still appear for Administrators in this module only. When creating a new meeting, deactivated attendee groups will not appear.

Updating an Attendee in an Attendee Group

To update attendees within an attendee group, ensure that the Attendee group is selected, and click the grey Edit Attendee from the options menu.

Select the attendee you would like to update. The form will now load with that attendee’s information. Edit desired fields and click Save Changes.

Deleting Attendees from an Attendee Group

To delete an attendee from an attendee group, ensure that the attendee group is selected. Using the Options Menu, click Remove Attendee.

Removing an Attendee from the attendee group will also remove them from any Upcoming Meetings created only. Users will not be notified of the changes made.

Voting Areas in Attendee Group

eSCRIBE allows you to define different voting areas, so that resolutions can be created where only certain groups of participants are able/required to vote. Each attendee can also have a different weighted vote in each voting area. Voting areas can be used in all attendee groups in eSCRIBE.

Voting areas are set-up through the Add Attendee fly out under the Voting Groups section as shown below.

Attendee Profile - Field Explanation

This article explains the fields found when adding a new attendee to an Attendee group.