Observer + Collaborator status can take the following actions in a meeting:

  • Build Agenda

    • Edit Agenda

  • Add Poll

  • Send Message to Meeting Members

  • Add Supplemental Documents

    • Observers will not be able to upload documents from the Document Center - but can upload from Google Drive, OneDrive, Dropbox or from their desktop. 

      • *Consider granting the user the Member role to upload documents from the Document Center.

  • Add Tasks

  • Update RSVP’s

  • Take Attendance

  • Take Minutes

    • Edit Minutes

  • Send Meeting Summary


Meeting items that cannot be changed by a collaborator: 

  • Meeting Date

  • Location

  • Description

  • Meeting invitees

  • Create Follow Up Meeting

*If you need a member or an observer to be able to perform these actions consider making them a Group Owner.