Room members can see the list of people in a room on the People tab. There are no actions available to non-managers on this tab.

Room managers can add, edit or remove people on the People tab. Other room members can see the list of people in the room on the People tab.

Screenshot: People tab for a room, room manager's view
People tab for a room, room manager's view

Team Members

Applicable Plans: Business Flex, Enterprise

You can add team members to a room by choosing "Add More People" and selecting them from the list of members of your organization. Alternatively, if you invite an organization member to a meeting, they will automatically become a member of the room in which that meeting is held and organization members.

Add people to your meeting room as team members when you want to collaborate on an ongoing basis. For example, you would typically add these people as team members:

  • Board or Committee members
  • People working together on a project team
  • Developers working together on a program
  • People from your department or corporate team that meet on a recurring basis

To add a team member to a meeting room:

  1. Click on the meeting room name shown in the list on the left side of the screen.
  2. On the meeting room landing page, click the People tab and then the "Add more people" link.
  3. Select the person you want to add from those listed
    Enterprise only: or, enter the new team member's email address in the "Team member email addresses" field.
  4. Click "Add People".

Need to add a lot of people at once? Use the Upload to add people from a file.

Guests

You can invite guests to specific meetings. They will have access to attend and see the meeting records only for those meetings. Guests cannot access the meeting room directly, and so do not see previous meetings, action items, or any historical records in the meeting room.

Guests appear on the People tab in the meeting room, and also on the People tab for the organization. An organization member can be a member in one room and a guest in another.

Add a person to your meeting room as a guest when you want to restrict their access to historical meeting records. For example, you would typically add these people as guests:

  • Guest presenters at board or committee meetings
  • Infrequent contributors to a project
  • Prospects invited into a room reserved for quick consultations or demos
  • People invited to ad-hoc meetings within your personal or private meeting room

To add a guest to a meeting room:

  1. Click on the meeting room name shown in the list on the left side of the screen.
  2. On the meeting room landing page, click the People tab and then the "Add more people" link.
  3. Select the person you want to add from those listed or enter the new guest's email address in the "Guest email addresses" field.
  4. Click "Add People".

Sending an Invitation

When you add a team member to a room, you will be prompted to send them an invitation: an email with a special link to the room that will allow them to log in for the first time, if they are a new user. You can (re)send the invitation email at any time. This is a good way to help a team member who has forgotten their password.

You cannot send invitations to guests, because they do not have access to the room. Guests can only be invited to meetings.

To send an invitation to a room member:

  1. Find the person you want to invite on the Room People tab.
  2. Click the actions menu next to that person's information, and choose "Send invitation."
  3. A confirmation dialog will appear. Click "Send invitation."