What this module does
The Meeting module is designed to keep your company's meeting rooms and the meetings held in them in one place. The menu has two screens: Meeting Rooms and Meeting List. The Internal Education module is reserved for training held within the company; today only its permission management screen is available.
On the Meeting Rooms screen you add, edit and deactivate rooms and see a room's upcoming meetings; a room with meetings that have not ended cannot be deleted, deactivate it instead. On the Meeting List screen you create in-person or online meetings. A meeting that overlaps another one in the same room, or has more participants than the room holds (the organizer included), is not saved; participants get an invitation e-mail, and a notice when the meeting changes. Only the organizer or the meeting module manager can edit or delete a meeting.
Roles and permissions
Role | Permission | What they can do |
Admin | Meeting Module Permission Management (MEETING_MANAGE) or Meeting Room Module Permission Management (ROOM_MANAGE) | Assigns the module's permissions on Configuration > Meetings > Responsibilities. |
Manager | Adding / Update / Delete Meeting Room List (ROOM_ADD, ROOM_UPDATE, ROOM_DELETE) | The permissions needed to manage meeting rooms. |
Manager | Add / Update / Delete Meeting List (MEETING_ADD, MEETING_UPDATE, MEETING_DELETE) | The permissions needed to manage meetings. |
Employee | View Meeting Room List (ROOM_READ), View Meeting List (MEETING_READ) | Sees the Meeting Rooms and Meeting List menus. Both permissions are part of the standard employee permissions. |
Admin | Company Education Module Permission Management (BUSINESS_EDUCATION_MANAGE) | Assigns the training module's permissions on Configuration > In-company training > Responsibilities. |
The company admin holds every permission of this module (deleting meetings included) from the moment the company is set up and grants them to others on the responsibilities screen. How to grant permissions is explained in Responsibility Management.
Before you start
The module must be enabled for your company; otherwise Meeting and Internal Education do not appear in the menu.
The person assigning permissions needs the permission management permission.
Initial setup
In the left menu, go to Configuration > Meetings > Responsibilities.
Give the meeting room and meeting permissions to the right people (Responsibility Management).
For in-house training permissions, use Configuration > In-company training > Responsibilities.
Daily workflows
Admin
Keep the meeting and training module permissions up to date on the Manage Permissions screens.
Employee
The Comms and docs > Meeting rooms and Comms and docs > Meetings menus are visible. An employee with the permission creates meetings and gets an e-mail for meetings they are invited to.
Statuses and what they mean
A meeting room record can be active or passive. Meetings have no approval status; a meeting is valid as soon as it is created.
Notifications
The meeting and in-house training modules currently send no email or in-app notification.
Mobile differences
The menus are also visible in a phone browser. For the mobile app, see Mobile app.
Common mistakes and FAQ
I cannot see the Meeting menu.
The module is not enabled for your company, or your user lacks View Meeting Room List / View Meeting List.
The Internal Education menu only has Manage Permissions.
Only permission management is available in this module today.