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Feature reference

Governance

General meetings, attendance, proxies, resolutions, voting and minutes.

What it does

  • Recurring meeting series, carrying the venue, format, reminder cadence and minutes access onto every occurrence they generate.
  • Agendas as ordered items with presenters, published separately.
  • Documents attached to a meeting, each with its own read access — everyone, members, or members who checked in — and downloaded rather than circulated.
  • RSVPs covering attendance, apologies and proxy nomination.
  • Attendance by administrator check-in, member self check-in at the venue, or a shareable join link for an online meeting, with a projector display for the room.
  • Minutes adopted at the following meeting, which is what the adoption agenda item records.
  • Proxy nominations with administrator approval.
  • Resolutions that are explicitly opened and closed for voting.
  • Votes recorded per member against each resolution.
  • Minutes moving from draft to approved to published.
  • New member introductions and attendance analytics.

The meeting lifecycle

create → build agenda → publish notice → collect RSVPs and proxies → check in attendees → run agenda → open and close resolutions → draft minutes → approve → publish

The separation of draft, approved and published minutes exists because minutes are usually accepted at the following meeting. Members see them only at the published stage.

Where it lives

Permissions

Permissions required

  • meeting_series:create,read,update,delete
  • meeting:create,read,update,delete,publish
  • meeting_agenda:create,read,update,delete,publish
  • meeting_minutes:create,read,update,delete,approve,publish
  • meeting_document:create,read,update,delete
  • meeting_participant:create,read,update,delete
  • meeting_attendance:read,create,update,export
  • meeting_resolution:create,read,update,delete,open,close
  • meeting_proxy:read,update,delete
  • meeting_communication:create,read

Organization owners and staff accounts have these already. If a screen is missing for you, ask an owner to add the codenames above to your role.

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