Meeting: access rights & user roles

Yann Stehle
Written by Yann StehleLast updated 14 days ago

Access rights management and roles

If you have the editor role, you can change the access rights to the meeting and choose the participants and users who have access to the meeting.

To access rights management, click on the Access and signatures button 🔒

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ℹ️ If you are not an editor, you can consult the distribution of access to the meeting by clicking on the Access and signature icon 🔒

Change roles according to the stages of the meeting

Click Edit Roles to set up each role according to your needs.

Modifier les rôles en fonction des étapes de la réunion

We offer 4 standard roles in WEDO:

  • The Meeting Editor can add agenda items, create tasks, attach files, etc.—and has access to the meeting settings. He or she can therefore add or remove participants, change the date and time, or adjust the meeting status.

  • Participants can also add agenda items, create tasks, attach files, etc., but they do not have access to the meeting settings.

  • Readers have a read-only role; they can view the meeting content but cannot interact with it. However, they can write private comments for their own use, which are visible only to them.

  • No access: Quite simple, the meeting is not visible to these users.

⚠️ For each of these standard roles, you can review the relevant access levels and permissions according to the different phases of the meeting.

💡 We recommend appointing at least 2 organizers per meeting to ensure you are not blocked and can continue editing the meeting in the event of a long absence or a departure.

⬇️ Click on each role to see access details, then check the necessary options according to the stage. Don't forget to click Save after the settings.

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In the example above, the “Participant” role has been changed in order to restrict certain rights based on the stage in which the meeting is at.

Choose the role of each user

After setting up each role, select the role of each participant from the meeting access window.

Choisir le rôle de chaque participant à la réunion

When you are finished managing access, click Save. You can then choose which meetings should be updated:

  • This meeting only

  • This meeting and the following

  • or All meetings (including previous ones)

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