How do I edit Meeting Type Settings?

Please Note: that this article is primarily for users with a _____ role and above. If you are an administrator and are interested in setting up Tags or have questions about these settings, please reach out to your Customer Success Manager/Specialist. 

Learn how to access and change the settings for Meeting Types in Grow.

To edit Meeting Type Settings, click Config> Meeting Types. 

Click >Settings Wheel Icon. 

General Option Settings are found at the top of Meeting Type Settings.

Display Checkbox to allow host to restrict access to only meeting participants: If this is turned on, then there will be a toggle on the top of each individual meeting form called ‘Restrict access to participants and absentees.’ This will be defaulted off but the meeting host has the option to turn it on. If it stays off then anyone with access to a participant will have access to view the meeting. 

Display checkbox to allow host to require a signature from all meeting participants: If this is turned on, then there will be a toggle on the top of each individual meeting from ‘Require signatures from all participants.’ This will be defaulted off but the meeting host has the option to turn it on. If it’s turned on, then when participants access the meeting they’ll see a space on the right panel to add their signature. You can see who’s signed the meeting when in print mode. 

Enable Click to Fill: Some text box fields will have a question mark symbol to the right that, when clicked, show instructions or a description. If that text includes bullet points, you can turn on this feature. This would allow hosts to click on a bullet point and have that text automatically fill into their notes box below. 

Videos Tab: Toggle this on to add a tab for videos to the top of the meeting template. Otherwise, the only tabs you’d see are Details, Files and Discussion. You can use the videos tab to add in videos that can be time stamped and are visible to all participants. 

Resources: This is a space to add external URLs to the template. If you add a resource, then a blue ‘Resources’ button will appear on the top right of each meeting form. The host and any participants can click that button to easily access those resources.

Under Tagging Options, users have the ability customize what they can tag from their meeting. 

Meeting tags appear as drop-downs that show up in the ‘Details’ section of a meeting form, right next to Grade and Course. These are totally customizable. Relay Scope and Sequence is an example of a Tag that could go here. Reach out to your CSM to edit this feature!

Under Visibility Options, users have the ability to customize where and who can view meetings. 

Hide on Menus: Check this if you do not want folks to see this meeting template as an option in the dropdown when starting a meeting. This might be used if you are still in the draft stages of creating a meeting type or if you have a template you don’t want to use at a certain point in the year. 

Hide from Specific Roles: Hide this meeting type from a certain role if you don’t want them to see the template as a dropdown when starting a meeting. 

Hide from Specific Schools: Hide this meeting type from any schools where you don’t want staff members to see the template as an option in the dropdown when starting a meeting. If someone has access to multiple schools, they will be able to see the meeting type as long as one of their schools has access.