MeetingSense User Roles

Users in your account differ based on the role you assign to them in the Admin console. These roles will determine their access to information in MeetingSense Pro. Your account can have any number of “Administrators (or Admins)”, “Members”, and “Guests”, and any of these roles can also be a publisher. “Publishers” are paid users that can CREATE CONTENT. This means that only Publishers can do things like schedule and conduct Meetings, assign Action Items, and creating Projects. All users, even Guests, can add files and comment to any item/area they’ve directly been invited to participate in/on.

All of these users working together in different capacities on the platform, make up your organization’s MeetingSense meeting ecosystem.

To Pay or Not to Pay – How You’re Charged to Use MeetingSense Pro

The Publisher designation allows users to create content in your MeetingSense Pro ecosystem. These users can:

  • Install and leverage MeetingSense integrated plugins (Microsoft Outlook)
  • Schedule, conduct, and publish notes for meetings
  • Assign action items
  • Create MeetingSense Projects
  • Add files to the system
  • Collaborate with all other users

Publishers can be added in the Admin area, which is accessed from your user avatar in the top right-hand corner of your MeetingSense Dashboard. Only Account Admins can add/manage Publishers. All of the MeetingSense user types can be made a Publisher, as it is a separate designation that governs only the ability to create content in the system. When you designate a user as a Publisher, they become a paid MeetingSense user.

MeetingSense Pro User Roles

MeetingSense user types govern what users can see/access in your system. Each user type is given differing levels of access to content. From the highest – top ‘Organization-level’, to the lowest – access to only the individual objects in the system they’ve directly been invited to view. All user types in the system can comment on, and add files to, objects (meetings, action items, projects) they were invited to participate in.

MeetingSense Pro user types are:  

Admins will administer your organization’s MeetingSense Pro account from the top down. Admins do things like add/disable/manage all of the users in your account, Edit your account information (like your org name and custom URL), and create/edit your Teams (more on this below). You can have as many Admins as you like, and unless you also make these Admins Publishers, they are free users.

Members are given access to view/access your Organization’s content from the top down. Members can be invited (by Publishers) to view/access/comment on Meetings, Action Items, Projects, Teams, and Files within your Dashboard. Member’s viewership is determined by the Publishers in your system and the objects and areas (Teams and Projects) to which they are given access. Members cannot create content in the system or set their own access to objects they weren’t invited to see. Like all user types, Members can be made Publishers as well, and would then also be able to create their own content. Members can only be invite into the system by Admins, from there Publishers determine what they see.

Guests have to be explicitly invited to view specific content in your system by Publishers. Guests can be internal employees or external contributors (contractors, partners, etc…) who don’t need to create content in the system, but might need to complete an action item assigned to them by a Publisher, add a file to a meeting, or comment on a Project newsfeed. Guests can never see anything at the top Organizational level of your platform, only individual objects they’ve been invited to see. Guests can be added by an Admin and are automatically added to the system when a publisher invites the to a meeting, assigns them an action item, or invited them to a project. Using the Guest designation is a great way to empower cross-company, or even cross-team collaboration without having to give unnecessary or risky access to things they shouldn’t be seeing. It also takes them 10 seconds to sign up for their own account and it’s totally free to everyone.