People & Permissions

Inviting People

1. Go to Admin, then People And Permissions.
2. Enter the person's email address and choose their role.
3. Send the invitation. They receive an email with a single-use link.
4. The person appears as pending until they accept.

If someone reports not receiving the invitation, check their spam folder and resend from the same screen.

Roles

• Administrator — full access to organization settings, people, agendas, and the public portal.
• Board member — access to the workspace, agendas, internal notes, minutes, and live voting.
• Moderator / Secretary — can run meetings and record votes on behalf of the board.
• Staff — directory entries for people who present or attend but do not vote.

Change a role at any time using the role dropdown next to the person's name. Changes take effect immediately.

Boards And Rosters

Organizations can maintain one or more boards. A roster determines who appears on the public board members page and in what order — administrators can reorder the roster manually.

Directory Flags

Each directory entry can be flagged for:

• Selection as a responsible person on agenda items.
• Attendance tracking on meetings.

Titles stored on directory entries can be appended automatically to agenda items when the organization enables presenter titles.

Removing Access

Removing someone from People And Permissions revokes their access to the workspace immediately. Their historical record — votes cast, motions moved, attendance — is preserved.