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Groups

Adding and Populating a Group in MeetingPal​

Access the Scheduled Meeting​

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

From the dropdown list, locate and select the scheduled meeting where you want to add and populate a group.

Open the Groups Section​

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

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.

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.

Save the Group​

Once all required fields are completed, click Save Group or Create Group.

The newly created group will now appear in the Groups list.

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.

Save the Group Members​

After selecting the required members, click Save Changes, Add Selected Members, or Confirm.

The selected members will now appear 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.