Updating an Attendee in an Attendee Group – Help Center

Go to Main Navigation Bar > Users & Groups > Attendee Groups

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.

Field	Explanation
Attendee Name (Full Name)	How a user will be displayed in the Attendee List and Attendee Group. Type in the search box for a user or click the drop-down menu for a list of names.
Attendee Profile (Role & Voting)	Place a checkmark next to the following item(s) that apply to the user: Chair Manage Speaker List Voter Tie Breaker Counts Towards Quorum
Permissions	Place a checkmark next to the following item(s) that apply to the user: Allowed in closed session Allowed to read/Write Group Comments
Display	Place a checkmark next to the following item(s) that apply to the user: Roll Call Agenda (if configured in the Meeting Template)
Voting Groups	Place a checkmark next the applicable Voting Areas (if applicable). If no other Voting Groups appear, all voters will carry the same weight per vote.
Display Names	Attendance Display Name (as member appears in Minutes) Motion Display Name (name when voting) Title (Will appear in the Graphical Votes Results only)
Existing Meeting	Place a checkmark here to add attendee to Upcoming meetings where the attendee group has been selected

Note: If this attendee should be updated in future meetings which have already been created, ensure that the “Update in Upcoming Meetings” option is selected, as noted above. Otherwise the attendee will have to be updated manually in any existing meeting.