Getting started - User roles

The “Board Organizer” role has extensive editing rights in Apollo.ai, including:

• Creating agendas
• Writing meeting minutes
• Creating circular resolutions
• Finalising & tracking meeting results

The “Board Member” role has dashboard, search, voting, and commenting rights, including:

• Receiving agendas
• Adding notes to documents
• Approving and signing meeting minutes
• Voting on circular resolutions
• Receiving decision reports

The “Board Admin” role administers the board and grants permissions to the board members.

The User role is a meeting guest with limited rights, such as:

• Providing documents for meetings
• Receiving information on meetings, decisions, and tasks
• Taking over tasks
• Being responsible for decisions
• Creating decision reports

Apollo.ai users can, if needed, take on multiple roles, either on a short-term basis or permanently.

In the secure file storage (add-on) the following access levels are available for user-uploaded files & folders:

• View only: Open files in the integrated viewer. No download or print option.
• View and print: Open files in the integrated viewer and print them through the dedicated button. No download option.
• View and download: Open files in the integrated viewer and download them in PDF format through the dedicated button. No print option.
• Print and download: Open files in the integrated viewer, download them in PDF format and print them.
• Full access: Open files in the integrated viewer, download them in the original format and print them.
• Admin: Open files in the integrated viewer, download them in the original format and print them. View, add or remove access rights. Upload new files and folders.