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Groups

Access the Scheduled Meeting​

On the MeetingPal Home Page, locate the left-hand menu. Select Meetings.

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Start editing the meeting​

In the meetings page ,you will see all your meetings and the meetings that you are scheduled to attend.

Click on the 'Manage Meeting' button to begin editing the selected meeting.

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Open the Groups Section​

In the selected meeting’s dropdown menu, click Groups.

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The Groups Page will open, displaying all existing meeting groups.

Create a New Group​

On the Groups Page, click the Add Group or New Group button.

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A group creation form or pop-up window will appear.

Enter Group Details​

Complete the required information for the new group.

You may be required to enter:

  • Group Name
  • Group Description
  • Voting Weight or Permissions
  • Group Type
  • Notes or Additional Information

Ensure all information is accurate before saving.

Open the Group to Add Members​

Locate the newly created group in the Groups list.

Click the group name or select Manage Members.

The Group Members page or management window will open.

Populate the Group with Members​

Click Add Members, Populate Group, or a similar option.

  • Select the members or invitees you want to include in the group.
  • Depending on your meeting configuration, you may be able to:
  • Search for members by name.
  • Select multiple attendees at once.
  • Import members from an existing list or template.
  • Assign member roles or permissions within the group.

Review the Group Configuration​

After saving:

  • Confirm all intended members appear in the group.
  • Verify voting permissions or group settings are correct.
  • Ensure member roles and access rights are properly assigned.
  • Edit or remove members if necessary before the meeting begins.

Important Notes​

Groups can be used to organize attendees, manage permissions, or configure voting structures.

Group permissions and features may vary depending on your organization’s MeetingPal configuration.

Members can usually be added or removed before the meeting starts.

Ensure all required attendees are assigned to the correct groups before sending meeting invites or starting voting sessions.