Permissions

The Meetings & Actions module has separate permission sets for actions and meetings. Actions use a granular model (create, view own, view assigned, view all) that supports role-based visibility. Meetings use a simpler two-level model (view vs. create) since most meeting participants need full interaction capability once they have access.

All permissions can be granted automatically through skill qualification, assigned via permission roles, or configured individually through Settings › Users and Access Management.

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Notifications

The following events trigger in-app and email notifications:

Event	Who gets notified
Action assigned to you	The assignee
Action reassigned	Previous subscribers + new assignee
Status changed	All subscribers
Priority changed	All subscribers
Due date changed	All subscribers
Action added to a defect	The defect's assignee
Due date approaching	The assignee

Users can subscribe to any action to receive updates, even if they're not the assignee.

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Permissions

Four permissions control access:

Permission	What it grants
Create actions	Ability to create new actions
View own actions	See actions you created
View assigned actions	See actions assigned to you
View all public actions	See all non-private actions

These can be combined per role. For example, a team lead might have all four, while an operator might only have "view assigned actions" and "create actions".

MEETINGS

Permissions

Access to the meeting module requires the Operations feature to be enabled. Two permission levels control access:

Permission	What it allows
View meetings	View meetings, manage attendance, add agenda items, edit notes, manage tabs, send invites/minutes, start/stop meetings.
Create meetings	Everything above, plus creating, editing, and deleting meetings and series.

Notifications MEETINGS

Meeting Invites

You can send meeting invites to participants. Invites are sent as notifications (in-app and/or email, depending on your notification settings). You can choose which participants to send invites to, and resend them at any time.

External participants with an email address also receive email invites.

Meeting Minutes

After a meeting, you can send meeting minutes to all participants. The minutes include the meeting details, attendees, agenda, discussion notes, and key decisions. External participants with email addresses are included.