How Do I Manage My Roundtable/Boardroom Attendees?

Roundtables, Boardrooms, and One-on-Ones are small-group video meetings enabling participants to connect with other attendees, speakers, and sponsors.

This article explains how to manage Roundtable and Boardroom attendees for meetings you have created.

Topics include:

• Before the Meeting
  • Meeting Invitation Status
  • Viewing Attendee Profiles
  • Removing Invited Attendees
• During the Meeting
  • People
  • Chat
  • Requests

Before the Meeting

Meeting Invitation Status

You will receive notifications both via email and within the Social27 platform of attendees who have accepted or declined your meeting invitation.

The colored outline of an attendee’s chair icon will also tell you whether an attendee has accepted the meeting invitation, or if the invite is still pending. Attendees who have declined the invitation will not appear in the meeting. The status icons of each invited attendee will also appear in the Attendees section of the meeting details page.

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Viewing Attendee Profiles

Click the profile icon of any meeting attendee to open their profile page and read their bio information, connect/disconnect with them, schedule a new meeting, or chat.

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Removing Invited Attendees

To remove an attendee from a meeting, click the ellipses icon, then Edit. Click the remove person icon on the right side of the invited attendees section.

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During the Meeting

 Note: The information included in the rest of this article applies only to meetings that are powered by Social27. This documentation does not apply for meetings powered by Zoom, Teams, or other external meeting providers.

Once your meeting begins, you can use the Meeting Details sidebar on the right side of the screen to manage your meeting participants and viewers.

• Participant: Can be seen and heard by all other participants and viewers and can share screen and use any enabled meeting integration tools.
• Viewer: Can watch and hear the meeting but cannot be seen/heard by the meeting viewers or participants and cannot share their screen or use meeting tools.

As a host, you will have access to the People, Chat, and Requests tabs. Participants can see the People and Chat tabs, whereas views can only see the Attendee tab.

People

The People tab displays the meeting attendees in two sections: Participants and Viewers.

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Chat

The Chat tab contains all messages sent by the meeting participants.

 Tip: Meeting participants can click the trash can icon to delete any chats they have sent.

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Requests

The Requests tab allows you to invite additional attendees, view current meeting participants, and see participants who were invited to the meeting but have not yet joined.

 Note: You will still only be able to add as many participants as allowed by the meeting type (Roundtable: up to 6 including the host; Boardroom: up to 15 including the host).

Meeting viewers can request to join as a participant by clicking the hand icon at the bottom of the meeting screen.

The participant will appear in the in Active Requests section of your Request tab, where you can approve or reject their request.

If you approve any such requests, that viewer will be “upgraded” to a meeting participant. You can “downgrade” a participant at any point and make them a meeting viewer by clicking the red x beside their name.

Further Reading:

• How Do I Edit Roundtables and Boardrooms I Have Created?
• How Do I Create Roundtables and Boardrooms?
• What are Locked and Unlocked Roundtables and Boardrooms?