Customize Access Meeting Types

Need to Customize Access for certain Meeting Types in a project?  Now you Can!

Onware Administrators have the ability to customize Access to various Meeting Types in just a few clicks! To access this new functionality, follow the steps below:
  1. MeetingToolsFrom the Meetings Browse/Search page, located in the Quality control category of the Navigation Menu, select the “Configure Meeting Types” link. NOTE: Configure Meeting Types link will only display for a Project Participant with Onware Administrator access.
  2. Select Copy 2015-12-04_9-49-37 to copy the existing global (Meeting Types available for all projects on the Onware site) Meeting Types into the Project.
  3. Once copied, you can:
    1. Add a new Meeting Type and assign access, OR
    2. Edit an existing Meeting Type and its corresponding access.
To Add a new Meeting Type and assign access
  1. EditMeetingTypeFrom the Configure Meeting Types page, Select “Add”   AddButton  .
  2. Enter a Title for the Meeting Type.
  3. Select which Role(s) require access to the Meeting document. NOTE: Access defaults to “Everyone” unless specified.
  4. Select Save from the Top Toolbar.
  5. Repeat steps 1-4 for each new Meeting Type and access required.
To Edit an existing Meeting Type Title or Access
  1. 2015-12-04_9-53-17From the Configure Meeting Types page, select Edit next to the Meeting Type which needs amendment.
  2. Adjust the Title as required, if necessary.
  3. Adjust the Access as required, if necessary.
  4. Select Save from the Top Toolbar.
  5. Repeat steps 1-4 for each existing Meeting type which requires amending.

Things to Consider

Project Participants will be able to view Meetings if the following criteria are met:
  • They are included as a Participant of the Meeting
  • They are the initiator (creator) of the Meeting
  • They issued the Meeting
  • They are a project participant in a Role that has access to that Meeting Type
Click here to learn more about the 8.19.0 release.