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

The "Observer" role works like a Board Member without voting rights. Observers can be invited as such to meetings without being fixed Board Members, see the whole content of the meeting (unless they are excluded from one or more agenda items), and can provide feedback on the minutes if requested to do so in the review process, but cannot vote on resolutions during meetings.

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.