Users

Users are people you want to add to iDeals Board so they can attend meetings.

Users are assigned a role and added to a group (by the administrator) and this allows them to perform tasks that are relevant to them in preparation before, during, and after the meeting.

To manage users, go to Directory and select the Users tab. You can add users and groups from here. Administrators and secretaries can add users but only administrators can add groups.

Administrators can	Secretaries can
Add a user Add an administrator user Edit a user Resend an invite Revoke an invite Deactivate and reactivate a user Add and remove administrator status Add a secretary user Add a group and add a remove members to/from groups Set a user role to guest	Add a user Edit a user Resend an invite Revoke an invite Deactivate a user Add a secretary user Add and remove members to/from groups

Groups and Roles

Find out more about groups.

Assigning the right groups and roles to users is an important step when setting up iDeals Board. You can assign one of the following roles when you add a user.

Administrator	Usually, someone who doesn't prepare and run meetings. They might perform critical IT infrastructure tasks (a CRM administrator for example) or be a chief secretary, who is not only the secretary of a particular group but also coordinates the work of all committees.
Secretary	Organizes and creates meetings, prepares for meetings (the agenda and board book), and runs the meetings, including voting, note-taking, and finalizing the minutes. Permissions are restricted to only the groups they are part of.
Group member	Attends meetings, casts votes, and reads the board book and other documentation. Permissions are restricted to only the groups they are part of.
Guest	May join meetings as additional participants but they are not members of a group or the organization. Guests can't vote.

Guest users

A guest is a user who may need to join a meeting but not very often. You may not need this user in the future, but they are needed for a particular meeting. For example:

A Board of Directors meeting, where only senior members of your organization meet, you might also invite your main investor. In this case, the investor should be added as a guest.
An audit committee meeting, when an external auditor is invited to provide his expert opinion. This external auditor can be added to the meeting as a guest.
A quarterly Board of Directors meeting, you might need to discuss an issue that requires the expertise of your Chief Security Officer. You won't need him at other meetings so just add him as a guest!

iDeals Board for secretaries