(Moderator) Adding/Inviting a Panelist

💡 This page covers how to add a Panelist and send them an invite to the meeting.

❗ It’s important to receive confirmation from the client before proceeding with any Membership updates and to provide Support with an update of what information is being updated or changed.

Steps

1. Webcast
2. Panelists.
3. In the Add a new panelist section, enter the name (with title) and email, click Send Panelist Invite, then Add.

❗ If you're adding a new Panelist or re-sending an invite, and you receive an error, it may be due to their Membership Unit being set as a Test Voter. Click the applicable Unit, then their Owner card and temporarily remove the "Test Voter" flag, send the invite, then add it back.

4. Attach any relevant documentation (if applicable), and click Send.

You will now see the new Panelist added to the list, and they will receive an email with the link to join the Pre-Meeting/Meeting.

👀 You can click the checkbox next to the Panelist, then "SEND PANELIST INVITE" for an Auditor or Minute Taker, or "SEND REHEARSAL INVITE" for any other Panelist. The subtle difference is that Minute Takers and Auditors do not typically attend the Pre-Meeting.