Share a meeting with colleage

Sometimes meetings are shared with colleagues and you will all need access to the meeting record to add your own attendees and notes.

  1. Create a meeting
  2. Click the Add button to select another employee’s name from the list available
  3. In the same way, add any further colleagues

Employees included in the meeting have the same editing rights as the meeting owner. Attendees that they add will count towards their own activity for reporting purposes.

The budget must be added by the meeting owner and must be appropriate for the meeting’s location and dates.

Important: Shared meetings is a configuration option and may not be available in your system set-up