Create the meeting
Go to the Meeting Manager.
- Select the 'Plus' icon to create a new meeting.
The meeting types available will be configured for your Grant Toolbox instance.
- Select the meeting type.
- Enter the meeting date.
- Add any documents (such as an agenda or any others that may be required). The participants can view these before the meeting.
Add participants
- Go to the Participants tab to add users who can view the Meeting.
- Select the relevant user role and add the contact.