Who are Meeting Administrators?

Meeting Administrators are users who manage  specific meetings within eScribe. This role is often assigned to users responsible for particular meetings, such as the Committee of the Whole, and who should not have access to other meetings upon login. 

This role allows users to complete the following actions with Meeting Administrator access:

1. Create meetings linked to specific Meeting Templates.

2. View and manage Draft and Approved documents on the Documents List tab.

3. Conduct meetings

4. Prepare and view Meeting Minutes

5. Publish Meetings to Participants and the Publishing Page

Setting up User Roles as Meeting Administrator Permissions

1. Go to the Navigation menu.

2. Select Users & Groups.

3. Click User List.

4. Locate and select the User.

5. Open User Roles.

6. Select Meeting Administrator.

Assigning Access within the Meeting Template 

1. Go the Navigation Menu

2. Open the Meeting Template.

3. Click Edit Meeting Template.

4. Select Add Permission.

5. Add the User to the template.

6. Select what level of access to assign the Meeting Administrator

7. Save your changes.

Managing Documents 

Meeting Administrators can see all Draft and Approved Documents associated with the meetings they manage. They have full access to edit documents as needed, and approved reports can be added to any of the meetings they manage.

Managing Approvals

Pending Approvals can be managed by the Meeting Administrator, allowing them to bypass a step in the approval process when necessary.  Once an approval request has been completed, Meeting Administrators will receive an email notification indicating that the process is finished. Emails are not sent at each step—they are only sent once the entire approval process has been completed.