Admin
Maintains access and reference records.
Can
- Manage Users, team members, Organizations, Projects
- View Meetings, agenda items, action items, Attendance, follow ups, Decisions, operation receipts, Risks, record attachments
- Meeting Management
- Roles and permissions
Who can do what in Meeting Management
Assign meeting preparation, project follow-through and attendance review.
Who can do what
| Role | Meetings | Agendas | Action items | Attendance | Follow-ups | Decisions and evidence |
|---|---|---|---|---|---|---|
| Admin | Edit | Edit | Edit | Edit | Edit | Edit |
| Project Manager | Edit | Edit | Edit | View | Edit | View |
| Meeting Organizer | Edit | Edit | Edit | View | View | View |
| Team Member | View | View | Edit | Edit | Edit | View |
| Attendance Approver | View | View | View | View | View | View |
| Delivery Lead | View | View | View | View | Edit | Edit |
Each role in detail
Project Manager
Runs project meetings and owns their handoffs.
Can
- Manage Projects, Meetings, agenda items, action items, follow ups, Risks
- View Attendance, Decisions, operation receipts, record attachments, team members
Starts on: Upcoming Meetings
Meeting Organizer
Prepares meetings, agenda topics and assigned actions.
Can
- Manage Meetings, agenda items, action items
- View Projects, team members, follow ups, Decisions
Starts on: Upcoming Meetings
Team Member
Updates assigned actions, attendance entries and raised follow-ups.
Can
- Manage action items, Attendance, follow ups
- View Meetings, agenda items, Projects, team members
Starts on: Action Items In Flight
Attendance Approver
Reviews submitted hours and their recorded outcome.
Can
- View Attendance, Decisions, operation receipts, Projects, action items, team members
Starts on: Attendance Awaiting Approval
Delivery Lead
Reviews project exceptions and follow-up closure.
Can
- Manage follow ups, Decisions, Risks
- View Projects, Meetings, agenda items, action items, Attendance, operation receipts, record attachments
Starts on: Active Projects
Set up Meeting Management your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.