Changing a Member's Role - Minutes - Foundation 23.1 - Foundation 23.1 - Ready - OnBase - Essential - Premier - Standard - external - Standard - Essential - Premier

Minutes

Platform
OnBase
Product
Minutes
Release
Foundation 23.1
License
Standard
Essential
Premier

The roles for each member are initially defined in Agenda. You can change the role for members in the Manage Attendee List by selecting either individual attendees, or multiple attendees.

To change a member's role:

  1. From the Meeting menu, select View Attendees. The Manage Attendee List is displayed.
  2. Depending on if you want to change the role of a single member or multiple members, do one of the following:
    • Select a single member whose role you want to change

    • Hold down the Ctrl key, and then select the members whose roles you want to change.

  3. Click Change Role. The Change role for attendee dialog box is displayed.
  4. Select the new role from the Role drop-down list.
  5. Click OK. The member role is changed.