Placeholder users will not be able to log in, but can still be listed on the Accountability Chart. These users will not count towards the invoice but can be converted to fully registered users by adding an email and sending an email invite out, see this link for additional details.
Leadership Team Member is for marketing email purposes only
People Tools Only is to add a user who will only have access to the People Tools portion of Traction Tools, see here for additional information
(Admin only) Send Email Invite will automatically send an email invite after the user is created. If left unchecked, head over to the Manage Organization section to send the email invite. See here for additional details.
From the Advanced Settings
Click Meetings in the top menu bar.
Click Edit Meeting on the gear icon button to the right of your meeting
Click Advanced Settings (bottom left).
Click Attendees to expand that section.
Click the name of the person to add from the box on the left.
To add multiple attendees hold down Shift to highlight a block of users or use CTRL + click to select specific users. Use the single arrow icon to move selected users. The double arrow moves all the users. Move users from right to left to remove from the meeting.
Click the Save button at the bottom.
Did this answer your question?Thanks for the feedbackThere was a problem submitting your feedback. Please try again later.